+3,076.9%
FTAI vs BEN
+56.6%
+3,020.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -5.2% | -3.1% | -2.1% | -3.8% |
| 30D | -17.9% | +0.2% | -18.1% | -18.0% |
| 3M | -22.7% | +6.8% | -29.6% | -24.9% |
| 6M | -28.0% | +38.1% | -66.1% | -37.5% |
| YTD | -5.0% | +44.3% | -49.3% | -19.3% |
| 1Y | +10.4% | +42.6% | -32.2% | -6.0% |
| 3Y | +425.2% | +52.3% | +372.9% | +319.2% |
| 5Y | +890.3% | +37.6% | +852.7% | +705.7% |
| All | +3,076.9% | +56.6% | +3,020.3% | +2,110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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