+1,716.3%
KKR vs UEC
+387.3%
+1,329.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.0% | -4.9% | -2.3% |
| 7D | -0.6% | +2.6% | -3.2% | -1.0% |
| 30D | +3.0% | +5.6% | -2.6% | +2.0% |
| 3M | +13.6% | -5.7% | +19.4% | +13.3% |
| 6M | +16.2% | -8.0% | +24.3% | +15.1% |
| YTD | -16.6% | +1.8% | -18.4% | -19.3% |
| 1Y | -23.2% | +0.6% | -23.8% | -26.8% |
| 3Y | +71.7% | +155.2% | -83.4% | +36.0% |
| 5Y | +74.8% | +305.8% | -231.0% | +21.1% |
| 10Y | +711.6% | +943.0% | -231.4% | +312.4% |
| All | +1,716.3% | +387.3% | +1,329.0% | +759.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling