+3,746.6%
AVGO vs FTAI
+2,588.5%
+1,158.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | -0.3% | +3.9% | -4.2% | -1.4% |
| 30D | -13.8% | -8.8% | -5.0% | -12.2% |
| 3M | -6.9% | -14.5% | +7.5% | -4.1% |
| 6M | +11.9% | -24.0% | +36.0% | +16.9% |
| YTD | +6.9% | +0.5% | +6.4% | +3.1% |
| 1Y | +7.4% | +19.1% | -11.7% | -1.4% |
| 3Y | +345.6% | +460.7% | -115.2% | +142.1% |
| 5Y | +718.9% | +947.3% | -228.5% | +260.5% |
| 10Y | +2,755.4% | +3,244.4% | -489.0% | +773.7% |
| All | +3,746.6% | +2,588.5% | +1,158.1% | +1,074.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling