+1,278.0%
AAPL vs FTAI
+3,098.4%
-1,820.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.3% | -1.6% | +1.3% |
| 7D | +3.8% | -5.2% | +9.1% | +4.6% |
| 30D | +9.9% | -17.9% | +27.8% | +12.8% |
| 3M | +12.5% | -22.7% | +35.2% | +15.8% |
| 6M | +27.6% | -28.0% | +55.6% | +31.4% |
| YTD | +22.6% | -5.0% | +27.5% | +20.0% |
| 1Y | +45.0% | +10.4% | +34.6% | +37.6% |
| 3Y | +87.8% | +425.2% | -337.5% | +23.3% |
| 5Y | +128.7% | +890.3% | -761.7% | +28.8% |
| All | +1,278.0% | +3,098.4% | -1,820.4% | +622.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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