+237.0%
FCX vs KKR
+1,664.4%
-1,427.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.9% | +7.2% | +6.5% |
| 7D | +5.7% | -0.6% | +6.4% | +6.0% |
| 30D | +10.1% | +3.0% | +7.0% | +7.0% |
| 3M | +20.2% | +13.6% | +6.5% | +9.4% |
| 6M | +29.7% | +16.2% | +13.5% | +15.4% |
| YTD | +51.9% | -16.6% | +68.5% | +63.4% |
| 1Y | +66.0% | -23.2% | +89.2% | +87.9% |
| 3Y | +102.7% | +71.7% | +31.0% | +23.4% |
| 5Y | +138.9% | +74.8% | +64.0% | +34.9% |
| 10Y | +701.1% | +711.6% | -10.5% | +51.6% |
| All | +237.0% | +1,664.4% | -1,427.4% | -59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling