+546.0%
RKLB vs FCX
+244.0%
+302.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -2.3% | +0.2% | -1.0% |
| 30D | -22.4% | +2.7% | -25.1% | -24.1% |
| 3M | -45.2% | +7.4% | -52.5% | -47.5% |
| 6M | -12.5% | +16.0% | -28.5% | -19.6% |
| YTD | -9.8% | +40.9% | -50.7% | -24.7% |
| 1Y | +30.0% | +56.4% | -26.5% | +3.3% |
| 3Y | +942.2% | +84.2% | +858.0% | +643.3% |
| 5Y | +236.8% | +114.6% | +122.2% | +122.2% |
| All | +546.0% | +244.0% | +302.0% | +307.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCX.
Daily Out/Under-Performance
Portfolio return minus FCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCX 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 10y: compounded portfolio wealth divided by compounded FCX 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…
10y analysis · Full analysis span regression · 6 months rolling