+60.3%
FCX vs KWEB
-34.1%
+94.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.5% | -3.1% | -1.5% |
| 7D | -6.0% | +5.8% | -11.8% | -9.4% |
| 30D | -13.6% | -1.0% | -12.6% | -13.0% |
| 3M | -6.8% | -15.8% | +9.0% | +4.1% |
| 6M | +13.2% | -14.9% | +28.1% | +26.6% |
| YTD | +24.4% | -28.6% | +53.0% | +60.0% |
| 1Y | +60.3% | -33.9% | +94.2% | +115.9% |
| All | +60.3% | -34.1% | +94.4% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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