+3,000.8%
FTAI vs SWK
+32.9%
+2,967.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.8% | +7.5% | +8.9% |
| 7D | +0.5% | +10.7% | -10.1% | -5.5% |
| 30D | +17.0% | +33.3% | -16.4% | +0.2% |
| 3M | -7.8% | +14.7% | -22.5% | -14.8% |
| 6M | -26.2% | +48.5% | -74.7% | -40.2% |
| YTD | +1.6% | +63.9% | -62.3% | -21.7% |
| 1Y | +22.2% | +80.4% | -58.2% | -10.4% |
| 3Y | +415.7% | +58.1% | +357.5% | +278.3% |
| 5Y | +932.0% | -24.5% | +956.5% | +971.6% |
| 10Y | +3,000.8% | +29.5% | +2,971.3% | +2,139.1% |
| All | +3,000.8% | +32.9% | +2,967.9% | +2,139.1% |
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