+2,432.1%
FTAI vs LPLA
+877.0%
+1,555.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.7% |
| 7D | -0.2% | -1.5% | +1.4% | +0.5% |
| 30D | -13.6% | -6.0% | -7.7% | -11.5% |
| 3M | -20.6% | +21.4% | -41.9% | -26.8% |
| 6M | -32.6% | +12.1% | -44.7% | -36.1% |
| YTD | -5.4% | -1.8% | -3.5% | -6.0% |
| 1Y | +12.9% | +3.2% | +9.7% | +8.7% |
| 3Y | +428.1% | +45.9% | +382.2% | +336.3% |
| 5Y | +863.0% | +144.7% | +718.4% | +525.5% |
| 10Y | +3,092.6% | +1,222.4% | +1,870.1% | +1,244.0% |
| All | +2,432.1% | +877.0% | +1,555.1% | +1,075.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling