+2,432.1%
FTAI vs IOVA
-18.5%
+2,450.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.1% | -2.7% | -5.5% |
| 7D | -0.2% | -2.2% | +2.0% | +0.1% |
| 30D | -13.6% | +31.7% | -45.4% | -16.7% |
| 3M | -20.6% | +117.3% | -137.8% | -28.9% |
| 6M | -32.6% | +55.8% | -88.4% | -37.7% |
| YTD | -5.4% | +208.8% | -214.2% | -19.9% |
| 1Y | +12.9% | +255.7% | -242.8% | -7.1% |
| 3Y | +428.1% | +41.7% | +386.4% | +336.7% |
| 5Y | +863.0% | -64.9% | +927.9% | +764.8% |
| 10Y | +3,092.6% | +6.3% | +3,086.3% | +2,395.4% |
| All | +2,432.1% | -18.5% | +2,450.6% | +1,804.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling