+60.3%
FCX vs KKR
-12.5%
+72.7%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.6% | -4.2% | +0.1% |
| 7D | -6.0% | +8.9% | -14.9% | -7.8% |
| 30D | -13.6% | +12.7% | -26.2% | -15.9% |
| 3M | -6.8% | -6.2% | -0.6% | -5.7% |
| 6M | +13.2% | -1.5% | +14.7% | +12.4% |
| YTD | +24.4% | -20.1% | +44.5% | +28.8% |
| 1Y | +60.3% | -13.7% | +74.0% | +56.1% |
| All | +60.3% | -12.5% | +72.7% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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