+2,361.6%
FTAI vs HALO
+551.2%
+1,810.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -9.7% | -3.4% | -6.3% | -9.1% |
| 30D | -20.0% | +4.3% | -24.3% | -20.6% |
| 3M | -20.1% | +51.8% | -71.8% | -26.8% |
| 6M | -33.3% | +57.8% | -91.1% | -39.4% |
| YTD | -8.0% | +59.0% | -67.0% | -16.7% |
| 1Y | +8.0% | +41.2% | -33.2% | -0.3% |
| 3Y | +413.4% | +177.8% | +235.6% | +303.5% |
| 5Y | +858.6% | +159.5% | +699.1% | +652.1% |
| 10Y | +3,003.7% | +963.6% | +2,040.0% | +1,853.6% |
| All | +2,361.6% | +551.2% | +1,810.3% | +1,533.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling