+908.9%
FTAI vs AZO
+85.8%
+823.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.4% |
| 7D | -5.2% | -3.6% | -1.6% | -4.3% |
| 30D | -17.9% | -5.6% | -12.4% | -16.7% |
| 3M | -22.7% | -6.6% | -16.1% | -21.7% |
| 6M | -28.0% | -22.5% | -5.5% | -23.2% |
| YTD | -5.0% | -15.2% | +10.2% | -0.9% |
| 1Y | +10.4% | -33.9% | +44.3% | +22.6% |
| 3Y | +425.2% | +11.8% | +413.4% | +385.9% |
| All | +908.9% | +85.8% | +823.2% | +813.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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