+293.0%
IBKR vs FTAI
+424.1%
-131.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.3% | -1.1% | +1.5% |
| 7D | -1.3% | -5.2% | +3.9% | -0.3% |
| 30D | -0.2% | -17.9% | +17.7% | +3.8% |
| 3M | +3.0% | -22.7% | +25.7% | +7.7% |
| 6M | +33.9% | -28.0% | +61.9% | +40.6% |
| YTD | +42.5% | -5.0% | +47.5% | +41.8% |
| 1Y | +44.9% | +10.4% | +34.5% | +39.3% |
| 3Y | +293.0% | +425.2% | -132.2% | +148.6% |
| All | +293.0% | +424.1% | -131.1% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 3y: compounded portfolio wealth divided by compounded FTAI 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…
3y analysis · Full analysis span regression · 6 months rolling