+452.1%
KLAC vs UEC
+289.3%
+162.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.7% |
| 7D | +6.2% | -0.2% | +6.4% | +6.2% |
| 30D | -5.0% | +1.9% | -6.9% | -5.8% |
| 3M | -14.4% | +8.9% | -23.3% | -16.4% |
| 6M | +28.3% | -14.5% | +42.8% | +29.3% |
| YTD | +51.1% | -0.7% | +51.8% | +47.2% |
| 1Y | +100.4% | -4.1% | +104.4% | +93.0% |
| 3Y | +276.3% | +148.9% | +127.4% | +177.8% |
| 5Y | +452.1% | +300.0% | +152.1% | +241.4% |
| All | +452.1% | +289.3% | +162.8% | +241.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling