+2,831.2%
FTAI vs SWK
+21.9%
+2,809.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | +6.7% | -2.3% | +9.0% | +8.1% |
| 30D | +15.7% | +30.4% | -14.7% | +0.2% |
| 3M | -14.9% | +12.1% | -27.0% | -20.5% |
| 6M | -31.4% | +49.1% | -80.5% | -44.5% |
| YTD | -2.1% | +60.4% | -62.6% | -23.8% |
| 1Y | +23.6% | +78.3% | -54.7% | -8.8% |
| 3Y | +383.8% | +53.3% | +330.4% | +260.5% |
| 5Y | +913.3% | -27.0% | +940.2% | +971.2% |
| 10Y | +2,831.2% | +20.8% | +2,810.4% | +2,101.8% |
| All | +2,831.2% | +21.9% | +2,809.4% | +2,101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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