+886.6%
FTAI vs ROIV
+403.5%
+483.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.3% | -6.5% | -5.5% |
| 7D | -6.1% | +14.3% | -20.4% | -8.8% |
| 30D | +10.9% | +16.2% | -5.3% | +7.3% |
| 3M | -12.1% | +15.1% | -27.3% | -15.4% |
| 6M | -30.0% | +44.2% | -74.2% | -35.9% |
| YTD | -3.7% | +89.8% | -93.5% | -16.8% |
| 1Y | +14.8% | +94.6% | -79.8% | -1.4% |
| 3Y | +376.0% | +367.5% | +8.4% | +241.9% |
| 5Y | +886.6% | +421.4% | +465.2% | +518.0% |
| All | +886.6% | +403.5% | +483.0% | +518.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling