+38.7%
KNX vs UEC
+198.6%
-159.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.6% | -1.1% |
| 7D | -5.6% | -9.4% | +3.9% | -4.9% |
| 30D | -4.4% | -8.0% | +3.6% | -3.9% |
| 3M | -17.3% | -1.7% | -15.6% | -17.5% |
| 6M | +22.6% | -26.1% | +48.8% | +24.1% |
| YTD | +31.1% | -10.5% | +41.7% | +30.2% |
| 1Y | +60.2% | -13.3% | +73.5% | +58.0% |
| 3Y | +35.8% | +116.4% | -80.6% | +19.3% |
| All | +38.7% | +198.6% | -159.8% | +11.0% |
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 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