+1,061.1%
FTAI vs BAM
+67.8%
+993.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.4% | -3.5% | -4.4% |
| 7D | -0.2% | -3.9% | +3.7% | +2.2% |
| 30D | -13.6% | -8.8% | -4.8% | -9.0% |
| 3M | -20.6% | +2.2% | -22.8% | -21.8% |
| 6M | -32.6% | +5.9% | -38.5% | -34.7% |
| YTD | -5.4% | -6.1% | +0.7% | -3.2% |
| 1Y | +12.9% | -11.6% | +24.5% | +19.0% |
| 3Y | +428.1% | +51.7% | +376.4% | +312.3% |
| All | +1,061.1% | +67.8% | +993.3% | +740.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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