+806.2%
FTAI vs SWK
-25.5%
+831.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.3% | +11.1% |
| 7D | -3.7% | +11.0% | -14.8% | -8.6% |
| 30D | +3.1% | +30.1% | -26.9% | -8.4% |
| 3M | -18.3% | +14.7% | -33.0% | -23.5% |
| 6M | -36.6% | +44.5% | -81.1% | -46.1% |
| YTD | -7.9% | +59.4% | -67.3% | -24.7% |
| 1Y | +12.0% | +77.5% | -65.6% | -12.3% |
| 3Y | +361.5% | +49.5% | +312.1% | +264.9% |
| All | +806.2% | -25.5% | +831.7% | +716.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling