+2,432.1%
FTAI vs BEN
+10.5%
+2,421.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.5% | -4.3% | -5.1% |
| 7D | -0.2% | +3.4% | -3.6% | -1.6% |
| 30D | -13.6% | +1.8% | -15.4% | -14.3% |
| 3M | -20.6% | +8.4% | -28.9% | -23.2% |
| 6M | -32.6% | +35.6% | -68.2% | -40.8% |
| YTD | -5.4% | +46.4% | -51.7% | -19.8% |
| 1Y | +12.9% | +46.3% | -33.4% | -4.7% |
| 3Y | +428.1% | +54.6% | +373.5% | +321.2% |
| 5Y | +863.0% | +39.4% | +823.6% | +684.1% |
| 10Y | +3,092.6% | +57.6% | +3,035.0% | +2,101.9% |
| All | +2,432.1% | +10.5% | +2,421.6% | +1,788.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling