+1,020.4%
FTAI vs ROIV
+280.9%
+739.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.4% | +0.1% | -3.4% |
| 7D | +12.9% | +9.2% | +3.7% | +11.0% |
| 30D | +9.9% | +19.9% | -10.0% | +6.0% |
| 3M | -19.1% | +10.6% | -29.7% | -21.2% |
| 6M | -30.9% | +36.1% | -66.9% | -35.5% |
| YTD | -6.3% | +84.3% | -90.6% | -17.5% |
| 1Y | +20.0% | +87.6% | -67.5% | +5.2% |
| 3Y | +363.0% | +353.9% | +9.1% | +244.4% |
| 5Y | +864.8% | +376.1% | +488.7% | +540.9% |
| All | +1,020.4% | +280.9% | +739.5% | +604.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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