+2,361.6%
FTAI vs FIVN
+447.0%
+1,914.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -9.7% | -11.3% | +1.6% | -8.6% |
| 30D | -20.0% | -7.3% | -12.7% | -19.5% |
| 3M | -20.1% | +41.7% | -61.7% | -23.7% |
| 6M | -33.3% | +78.3% | -111.5% | -39.0% |
| YTD | -8.0% | +50.9% | -58.9% | -14.6% |
| 1Y | +8.0% | +19.7% | -11.7% | +3.1% |
| 3Y | +413.4% | -55.7% | +469.2% | +432.4% |
| 5Y | +858.6% | -82.6% | +941.1% | +928.4% |
| 10Y | +3,003.7% | +113.6% | +2,890.0% | +2,769.4% |
| All | +2,361.6% | +447.0% | +1,914.6% | +2,000.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling