+3,800.0%
FIX vs FTAI
+2,958.6%
+841.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.3% | -0.9% | +6.2% |
| 7D | -7.2% | +0.5% | -7.8% | -6.9% |
| 30D | -35.1% | +17.0% | -52.1% | -38.1% |
| 3M | -34.3% | -7.8% | -26.4% | -32.9% |
| 6M | -42.9% | -26.2% | -16.8% | -38.1% |
| YTD | +19.5% | +1.6% | +17.9% | +17.7% |
| 1Y | +16.8% | +22.2% | -5.4% | +9.0% |
| 3Y | +506.7% | +415.7% | +91.0% | +238.2% |
| 5Y | +1,046.7% | +932.0% | +114.7% | +411.2% |
| 10Y | +3,800.0% | +3,000.8% | +799.2% | +1,220.4% |
| All | +3,800.0% | +2,958.6% | +841.4% | +1,220.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling