+858.6%
FTAI vs IOVA
-66.4%
+925.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.7% | -2.4% |
| 7D | -9.7% | -6.4% | -3.2% | -9.0% |
| 30D | -20.0% | +25.4% | -45.4% | -22.4% |
| 3M | -20.1% | +115.3% | -135.4% | -28.6% |
| 6M | -33.3% | +56.5% | -89.8% | -38.5% |
| YTD | -8.0% | +198.2% | -206.2% | -22.1% |
| 1Y | +8.0% | +242.0% | -234.1% | -11.1% |
| 3Y | +413.4% | +36.8% | +376.6% | +324.3% |
| 5Y | +858.6% | -64.3% | +922.8% | +747.2% |
| All | +858.6% | -66.4% | +925.0% | +747.2% |
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