+114.9%
AXP vs FTAI
+362.7%
-247.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | -0.1% | +0.2% | -0.3% | -0.2% |
| 30D | +4.4% | +10.7% | -6.2% | +2.6% |
| 3M | -6.4% | -16.4% | +10.0% | -5.1% |
| 6M | +4.2% | -32.2% | +36.4% | +7.9% |
| YTD | -12.4% | -7.7% | -4.7% | -13.8% |
| 1Y | -11.1% | +18.7% | -29.8% | -15.7% |
| 3Y | +114.9% | +354.3% | -239.4% | +43.9% |
| All | +114.9% | +362.7% | -247.8% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling