+1,032.1%
FTAI vs ROIV
+298.2%
+733.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.8% | -6.6% | -6.0% |
| 7D | -0.2% | +22.3% | -22.5% | -4.5% |
| 30D | -13.6% | +16.9% | -30.5% | -16.7% |
| 3M | -20.6% | +43.9% | -64.5% | -26.6% |
| 6M | -32.6% | +41.6% | -74.2% | -37.5% |
| YTD | -5.4% | +92.7% | -98.0% | -17.3% |
| 1Y | +12.9% | +210.2% | -197.3% | -9.9% |
| 3Y | +428.1% | +231.8% | +196.3% | +308.5% |
| 5Y | +863.0% | +319.8% | +543.2% | +507.5% |
| All | +1,032.1% | +298.2% | +733.9% | +606.0% |
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