+3,076.9%
FTAI vs FIVN
+118.5%
+2,958.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +2.0% | +3.2% |
| 7D | -5.2% | -7.8% | +2.6% | -4.4% |
| 30D | -17.9% | -1.7% | -16.2% | -17.9% |
| 3M | -22.7% | +47.2% | -69.9% | -26.9% |
| 6M | -28.0% | +82.7% | -110.7% | -35.0% |
| YTD | -5.0% | +52.9% | -57.9% | -12.5% |
| 1Y | +10.4% | +17.5% | -7.1% | +5.4% |
| 3Y | +425.2% | -55.8% | +481.1% | +447.2% |
| 5Y | +890.3% | -82.3% | +972.7% | +964.6% |
| All | +3,076.9% | +118.5% | +2,958.4% | +2,893.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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