+26.2%
KLAC vs UEC
-46.3%
+72.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.9% | +0.8% | -2.6% |
| 7D | -5.7% | -13.8% | +8.1% | -1.4% |
| 30D | -27.6% | -23.1% | -4.5% | -22.2% |
| 3M | -23.3% | -31.5% | +8.2% | -15.5% |
| 6M | -12.4% | -51.5% | +39.1% | +3.6% |
| YTD | +23.7% | -38.4% | +62.2% | +31.5% |
| 1Y | +26.2% | -44.7% | +70.9% | +36.2% |
| All | +26.2% | -46.3% | +72.5% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling