+204.4%
RKLB vs FCX
+136.7%
+67.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -4.0% |
| 7D | 0.0% | +3.1% | -3.2% | -1.9% |
| 30D | -21.2% | +8.1% | -29.3% | -25.3% |
| 3M | -41.7% | +18.9% | -60.7% | -47.6% |
| 6M | -11.8% | +26.6% | -38.4% | -23.8% |
| YTD | -9.6% | +51.2% | -60.7% | -29.2% |
| 1Y | +34.1% | +75.6% | -41.4% | -3.1% |
| 3Y | +917.3% | +101.7% | +815.5% | +553.3% |
| 5Y | +204.4% | +134.6% | +69.8% | +81.0% |
| All | +204.4% | +136.7% | +67.7% | +81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling