+1,705.6%
FTAI vs LBRT
-16.2%
+1,721.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | +12.9% | +13.8% | -1.0% | +9.6% |
| 30D | +9.9% | -32.4% | +42.3% | +20.1% |
| 3M | -19.1% | -39.9% | +20.8% | -9.2% |
| 6M | -30.9% | -60.8% | +30.0% | -15.4% |
| YTD | -6.3% | -29.3% | +22.9% | -2.2% |
| 1Y | +20.0% | -18.9% | +38.9% | +21.2% |
| 3Y | +363.0% | -28.0% | +390.9% | +353.3% |
| 5Y | +864.8% | +26.6% | +838.2% | +672.7% |
| All | +1,705.6% | -16.2% | +1,721.8% | +915.2% |
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