+3,076.9%
FTAI vs HALO
+979.6%
+2,097.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.3% |
| 7D | -5.2% | -2.7% | -2.5% | -4.6% |
| 30D | -17.9% | +5.3% | -23.2% | -18.8% |
| 3M | -22.7% | +51.6% | -74.3% | -30.1% |
| 6M | -28.0% | +61.3% | -89.3% | -35.8% |
| YTD | -5.0% | +59.3% | -64.2% | -15.3% |
| 1Y | +10.4% | +38.3% | -27.9% | +1.2% |
| 3Y | +425.2% | +185.9% | +239.4% | +294.1% |
| 5Y | +890.3% | +159.9% | +730.4% | +645.0% |
| All | +3,076.9% | +979.6% | +2,097.4% | +1,875.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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