+1,786.6%
FTAI vs LBRT
-16.4%
+1,803.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.6% | +0.8% |
| 7D | +6.7% | -1.9% | +8.6% | +7.4% |
| 30D | +15.7% | -32.0% | +47.8% | +26.4% |
| 3M | -14.9% | -39.7% | +24.8% | -4.6% |
| 6M | -31.4% | -61.1% | +29.7% | -15.9% |
| YTD | -2.1% | -29.4% | +27.2% | +2.2% |
| 1Y | +23.6% | -24.5% | +48.1% | +26.9% |
| 3Y | +383.8% | -28.1% | +411.8% | +373.9% |
| 5Y | +913.3% | +23.9% | +889.4% | +716.0% |
| All | +1,786.6% | -16.4% | +1,803.0% | +961.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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