+6,034.5%
FIX vs FTAI
+3,034.1%
+3,000.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.8% | +3.8% | -0.3% |
| 7D | +3.5% | -0.2% | +3.7% | +3.5% |
| 30D | -3.5% | -13.6% | +10.1% | +0.6% |
| 3M | -11.8% | -20.6% | +8.8% | -5.8% |
| 6M | +17.8% | -32.6% | +50.4% | +30.4% |
| YTD | +73.3% | -5.4% | +78.7% | +74.8% |
| 1Y | +128.1% | +12.9% | +115.2% | +117.5% |
| 3Y | +772.7% | +428.1% | +344.5% | +385.0% |
| 5Y | +2,166.4% | +863.0% | +1,303.4% | +933.4% |
| 10Y | +6,034.5% | +3,092.6% | +2,941.9% | +1,997.3% |
| All | +6,034.5% | +3,034.1% | +3,000.3% | +1,997.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling