+37.9%
KNX vs UEC
+134.5%
-96.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.6% |
| 7D | -0.5% | -4.3% | +3.8% | -0.2% |
| 30D | +1.0% | -3.8% | +4.9% | +1.2% |
| 3M | -12.6% | +17.0% | -29.6% | -13.7% |
| 6M | +21.1% | -23.9% | +45.0% | +21.9% |
| YTD | +33.2% | -5.7% | +38.8% | +32.3% |
| 1Y | +67.8% | -12.5% | +80.3% | +66.2% |
| All | +37.9% | +134.5% | -96.6% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling