+856.3%
FTAI vs IOVA
-63.3%
+919.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.6% |
| 7D | +0.2% | -3.5% | +3.7% | +0.6% |
| 30D | +10.7% | -45.4% | +56.1% | +15.5% |
| 3M | -16.4% | +19.0% | -35.4% | -21.3% |
| 6M | -32.2% | +112.0% | -144.2% | -41.6% |
| YTD | -7.7% | +184.2% | -192.0% | -24.2% |
| 1Y | +18.7% | +222.0% | -203.3% | -4.3% |
| 3Y | +354.3% | +92.6% | +261.8% | +250.2% |
| All | +856.3% | -63.3% | +919.6% | +770.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling