+1,724.5%
FTAI vs LBRT
+43.0%
+1,681.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.1% | -8.9% | -6.5% |
| 7D | -0.2% | +10.2% | -10.4% | -2.5% |
| 30D | -13.6% | +4.9% | -18.5% | -14.6% |
| 3M | -20.6% | -21.2% | +0.7% | -17.1% |
| 6M | -32.6% | -19.9% | -12.6% | -30.9% |
| YTD | -5.4% | +20.8% | -26.1% | -12.5% |
| 1Y | +12.9% | +123.5% | -110.7% | -11.7% |
| 3Y | +428.1% | +30.9% | +397.2% | +349.1% |
| 5Y | +863.0% | +136.3% | +726.7% | +558.9% |
| All | +1,724.5% | +43.0% | +1,681.5% | +807.8% |
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