+68.5%
COST vs FTAI
+424.1%
-355.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.1% | +0.1% |
| 7D | -1.2% | -5.2% | +4.0% | -1.0% |
| 30D | -4.7% | -17.9% | +13.2% | -4.0% |
| 3M | -7.1% | -22.7% | +15.6% | -6.4% |
| 6M | -8.5% | -28.0% | +19.5% | -7.9% |
| YTD | +5.4% | -5.0% | +10.3% | +4.1% |
| 1Y | -5.6% | +10.4% | -16.0% | -8.0% |
| 3Y | +68.5% | +425.2% | -356.8% | +30.8% |
| All | +68.5% | +424.1% | -355.6% | +30.8% |
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 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