+2,476.2%
FTAI vs LII
+254.6%
+2,221.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.4% | -4.8% | -5.0% |
| 7D | -6.1% | +0.4% | -6.5% | -6.5% |
| 30D | +10.9% | -2.4% | +13.3% | +11.3% |
| 3M | -12.1% | -17.5% | +5.3% | -3.8% |
| 6M | -30.0% | -32.8% | +2.8% | -16.0% |
| YTD | -3.7% | -27.7% | +24.0% | +11.1% |
| 1Y | +14.8% | -28.1% | +42.9% | +32.6% |
| 3Y | +376.0% | -9.7% | +385.6% | +368.7% |
| 5Y | +886.6% | +19.5% | +867.1% | +709.5% |
| 10Y | +2,741.2% | +170.6% | +2,570.6% | +1,647.2% |
| All | +2,476.2% | +254.6% | +2,221.5% | +1,451.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling