+16.5%
FTAI vs LPLA
-16.5%
+33.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +4.6% | -15.2% | -11.5% |
| 7D | +7.4% | +15.7% | -8.3% | +3.8% |
| 30D | +9.0% | -6.2% | +15.2% | +9.8% |
| 3M | -18.9% | -12.0% | -6.9% | -16.8% |
| 6M | -24.9% | -2.7% | -22.1% | -24.5% |
| YTD | -8.3% | -12.5% | +4.3% | -4.3% |
| 1Y | +16.5% | -16.5% | +33.0% | +26.4% |
| All | +16.5% | -16.5% | +33.0% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling