+576.0%
RKLB vs FCX
+270.9%
+305.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.3% | -2.8% | -0.3% |
| 7D | +5.3% | +5.7% | -0.4% | +2.2% |
| 30D | -20.5% | +10.1% | -30.5% | -24.9% |
| 3M | -42.0% | +20.2% | -62.2% | -47.6% |
| 6M | -6.0% | +29.7% | -35.7% | -18.4% |
| YTD | -5.6% | +51.9% | -57.5% | -24.1% |
| 1Y | +38.0% | +66.0% | -28.0% | +6.3% |
| 3Y | +962.4% | +102.7% | +859.7% | +623.0% |
| 5Y | +336.5% | +138.9% | +197.7% | +175.3% |
| All | +576.0% | +270.9% | +305.1% | +310.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling