+3,076.9%
FTAI vs RMD
+274.3%
+2,802.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.4% |
| 7D | -5.2% | -4.4% | -0.8% | -4.3% |
| 30D | -17.9% | -3.1% | -14.8% | -17.4% |
| 3M | -22.7% | +13.8% | -36.5% | -25.2% |
| 6M | -28.0% | -8.6% | -19.4% | -26.8% |
| YTD | -5.0% | -8.6% | +3.7% | -3.6% |
| 1Y | +10.4% | -19.7% | +30.1% | +15.1% |
| 3Y | +425.2% | +48.4% | +376.9% | +371.6% |
| 5Y | +890.3% | -22.7% | +913.1% | +893.8% |
| All | +3,076.9% | +274.3% | +2,802.6% | +2,769.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling