+3,076.9%
FTAI vs IOVA
+9.7%
+3,067.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.7% | -2.3% | +2.7% |
| 7D | -5.2% | -2.2% | -3.0% | -4.9% |
| 30D | -17.9% | +27.6% | -45.5% | -20.6% |
| 3M | -22.7% | +117.2% | -139.9% | -31.1% |
| 6M | -28.0% | +77.7% | -105.7% | -34.6% |
| YTD | -5.0% | +215.0% | -220.0% | -20.1% |
| 1Y | +10.4% | +255.4% | -245.0% | -9.6% |
| 3Y | +425.2% | +42.6% | +382.6% | +331.3% |
| 5Y | +890.3% | -62.2% | +952.6% | +780.0% |
| All | +3,076.9% | +9.7% | +3,067.2% | +2,650.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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