+89.6%
AXP vs FTAI
+808.9%
-719.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.0% | -12.2% | -3.1% |
| 7D | +0.6% | -3.7% | +4.3% | +0.9% |
| 30D | +5.8% | +3.1% | +2.7% | +4.5% |
| 3M | -6.0% | -18.3% | +12.3% | -3.8% |
| 6M | +0.3% | -36.6% | +36.9% | +6.7% |
| YTD | -12.3% | -7.9% | -4.3% | -14.5% |
| 1Y | -11.2% | +12.0% | -23.2% | -17.1% |
| 3Y | +117.0% | +361.5% | -244.5% | +18.3% |
| All | +89.6% | +808.9% | -719.4% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling