+6,161.0%
FIX vs FTAI
+3,227.7%
+2,933.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +6.1% | +3.9% | +2.1% | +4.7% |
| 30D | -2.7% | -8.8% | +6.2% | -0.1% |
| 3M | -10.9% | -14.5% | +3.5% | -7.0% |
| 6M | +29.0% | -24.0% | +53.0% | +38.1% |
| YTD | +76.9% | +0.5% | +76.4% | +75.3% |
| 1Y | +130.7% | +19.1% | +111.6% | +116.6% |
| 3Y | +790.7% | +460.7% | +329.9% | +386.4% |
| 5Y | +2,185.6% | +947.3% | +1,238.2% | +917.4% |
| All | +6,161.0% | +3,227.7% | +2,933.3% | +2,003.2% |
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