+2,432.1%
FTAI vs RIO
+412.7%
+2,019.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.8% |
| 7D | -0.2% | +1.0% | -1.2% | -0.6% |
| 30D | -13.6% | +4.0% | -17.7% | -15.0% |
| 3M | -20.6% | +4.5% | -25.1% | -22.0% |
| 6M | -32.6% | +17.3% | -49.9% | -36.1% |
| YTD | -5.4% | +36.2% | -41.5% | -15.1% |
| 1Y | +12.9% | +76.1% | -63.3% | -7.5% |
| 3Y | +428.1% | +102.5% | +325.6% | +306.5% |
| 5Y | +863.0% | +103.5% | +759.5% | +621.3% |
| 10Y | +3,092.6% | +619.2% | +2,473.4% | +1,545.5% |
| All | +2,432.1% | +412.7% | +2,019.4% | +1,143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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