+3,076.9%
FTAI vs FTI
+305.3%
+2,771.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.0% |
| 7D | -5.2% | -4.4% | -0.8% | -3.7% |
| 30D | -17.9% | +1.5% | -19.4% | -18.4% |
| 3M | -22.7% | +8.2% | -30.9% | -25.5% |
| 6M | -28.0% | +18.8% | -46.8% | -33.5% |
| YTD | -5.0% | +71.7% | -76.6% | -23.1% |
| 1Y | +10.4% | +90.0% | -79.7% | -14.0% |
| 3Y | +425.2% | +270.5% | +154.7% | +218.8% |
| 5Y | +890.3% | +1,084.5% | -194.2% | +274.8% |
| All | +3,076.9% | +305.3% | +2,771.7% | +1,104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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