+908.9%
FTAI vs BEN
+36.0%
+872.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -5.2% | -3.1% | -2.1% | -3.7% |
| 30D | -17.9% | +0.2% | -18.1% | -18.0% |
| 3M | -22.7% | +6.8% | -29.6% | -25.1% |
| 6M | -28.0% | +38.1% | -66.1% | -38.1% |
| YTD | -5.0% | +44.3% | -49.3% | -20.3% |
| 1Y | +10.4% | +42.6% | -32.2% | -7.1% |
| 3Y | +425.2% | +52.3% | +372.9% | +308.2% |
| All | +908.9% | +36.0% | +872.9% | +691.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling