+6,112.0%
KLAC vs UEC
+73.5%
+6,038.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.1% | +7.3% |
| 7D | +5.7% | -6.9% | +12.7% | +6.8% |
| 30D | -3.6% | +7.6% | -11.3% | -4.8% |
| 3M | -12.8% | -18.4% | +5.6% | -10.9% |
| 6M | +26.1% | -23.3% | +49.3% | +28.9% |
| YTD | +53.3% | -1.2% | +54.5% | +51.2% |
| 1Y | +113.7% | +2.3% | +111.4% | +107.5% |
| 3Y | +274.9% | +162.3% | +112.6% | +210.6% |
| 5Y | +470.1% | +287.2% | +182.9% | +326.8% |
| 10Y | +2,997.0% | +1,009.6% | +1,987.4% | +1,736.0% |
| All | +6,112.0% | +73.5% | +6,038.5% | +2,883.5% |
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