+2,975.0%
FTAI vs LII
+170.6%
+2,804.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.3% |
| 7D | -9.7% | -3.5% | -6.2% | -7.9% |
| 30D | -20.0% | -13.5% | -6.5% | -13.4% |
| 3M | -20.1% | -26.0% | +6.0% | -7.3% |
| 6M | -33.3% | -26.8% | -6.5% | -22.0% |
| YTD | -8.0% | -22.9% | +14.9% | +4.1% |
| 1Y | +8.0% | -32.6% | +40.6% | +30.2% |
| 3Y | +413.4% | -1.3% | +414.7% | +381.6% |
| 5Y | +858.6% | +23.1% | +835.5% | +662.1% |
| All | +2,975.0% | +170.6% | +2,804.4% | +1,741.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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