+947.3%
FTAI vs LII
+25.8%
+921.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.9% |
| 7D | +3.9% | +2.1% | +1.8% | +2.9% |
| 30D | -8.8% | -12.4% | +3.6% | -2.7% |
| 3M | -14.5% | -24.8% | +10.3% | -3.0% |
| 6M | -24.0% | -25.2% | +1.1% | -13.4% |
| YTD | +0.5% | -20.3% | +20.7% | +10.7% |
| 1Y | +19.1% | -32.9% | +52.1% | +41.3% |
| 3Y | +460.7% | +2.0% | +458.7% | +426.4% |
| 5Y | +947.3% | +24.4% | +922.9% | +675.8% |
| All | +947.3% | +25.8% | +921.5% | +675.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling