+84.6%
FCX vs KWEB
-2.9%
+87.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.4% | -5.2% | -5.9% |
| 7D | -1.9% | -4.3% | +2.4% | +0.4% |
| 30D | +3.4% | -13.0% | +16.4% | +11.2% |
| 3M | +15.0% | -7.6% | +22.5% | +19.1% |
| 6M | +14.6% | -21.1% | +35.8% | +29.8% |
| YTD | +41.2% | -28.2% | +69.4% | +67.9% |
| 1Y | +60.4% | -34.9% | +95.2% | +99.5% |
| All | +84.6% | -2.9% | +87.5% | +80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling