+858.6%
FTAI vs EXEL
+192.6%
+666.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -2.4% |
| 7D | -9.7% | -2.9% | -6.8% | -9.1% |
| 30D | -20.0% | +11.9% | -31.9% | -22.1% |
| 3M | -20.1% | +9.2% | -29.3% | -22.0% |
| 6M | -33.3% | +39.1% | -72.4% | -38.3% |
| YTD | -8.0% | +31.0% | -39.0% | -13.9% |
| 1Y | +8.0% | +52.3% | -44.4% | -2.9% |
| 3Y | +413.4% | +159.7% | +253.7% | +280.9% |
| 5Y | +858.6% | +187.7% | +670.8% | +547.9% |
| All | +858.6% | +192.6% | +666.0% | +547.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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