+2,369.3%
FTAI vs IOVA
-25.0%
+2,394.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +15.9% |
| 3M | -16.4% | +19.0% | -35.4% | -20.9% |
| 6M | -32.2% | +112.0% | -144.2% | -41.2% |
| YTD | -7.7% | +184.2% | -192.0% | -23.5% |
| 1Y | +18.7% | +222.0% | -203.3% | -3.4% |
| 3Y | +354.3% | +92.6% | +261.8% | +254.7% |
| 5Y | +850.7% | -63.2% | +913.9% | +726.7% |
| 10Y | +2,664.3% | +2.1% | +2,662.2% | +2,011.4% |
| All | +2,369.3% | -25.0% | +2,394.2% | +1,718.9% |
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