+1,004.0%
FTAI vs ROIV
+276.5%
+727.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.2% |
| 7D | +0.2% | +1.7% | -1.5% | -0.1% |
| 30D | +10.7% | +17.6% | -6.9% | +7.2% |
| 3M | -16.4% | +9.0% | -25.4% | -18.3% |
| 6M | -32.2% | +35.3% | -67.5% | -36.7% |
| YTD | -7.7% | +82.2% | -89.9% | -18.6% |
| 1Y | +18.7% | +92.3% | -73.5% | +3.6% |
| 3Y | +354.3% | +336.8% | +17.5% | +240.2% |
| 5Y | +850.7% | +370.6% | +480.1% | +533.0% |
| All | +1,004.0% | +276.5% | +727.6% | +595.6% |
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