+91.0%
KLAC vs UEC
-8.9%
+99.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -1.9% |
| 7D | +2.5% | -4.3% | +6.7% | +3.6% |
| 30D | -11.5% | -3.8% | -7.7% | -11.0% |
| 3M | -16.9% | +17.0% | -33.9% | -20.3% |
| 6M | +22.2% | -23.9% | +46.1% | +25.3% |
| YTD | +46.4% | -5.7% | +52.0% | +44.9% |
| 1Y | +91.0% | -12.5% | +103.5% | +93.0% |
| All | +91.0% | -8.9% | +99.9% | +93.0% |
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