+60.2%
KNX vs UEC
-16.4%
+76.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.6% | -1.2% |
| 7D | -5.6% | -9.4% | +3.9% | -5.0% |
| 30D | -4.4% | -8.0% | +3.6% | -4.0% |
| 3M | -17.3% | -1.7% | -15.6% | -17.3% |
| 6M | +22.6% | -26.1% | +48.8% | +23.4% |
| YTD | +31.1% | -10.5% | +41.7% | +32.6% |
| 1Y | +60.2% | -13.3% | +73.5% | +60.7% |
| All | +60.2% | -16.4% | +76.6% | +60.7% |
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