-13.4%
KHC vs FTAI
+929.6%
-943.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.8% | +4.7% | -1.1% |
| 7D | -4.8% | -0.2% | -4.6% | -4.8% |
| 30D | +0.3% | -13.6% | +13.9% | +0.5% |
| 3M | +6.7% | -20.6% | +27.3% | +6.9% |
| 6M | +4.2% | -32.6% | +36.7% | +4.6% |
| YTD | +6.7% | -5.4% | +12.1% | +6.0% |
| 1Y | -1.4% | +12.9% | -14.3% | -2.7% |
| 3Y | -11.8% | +428.1% | -439.9% | -23.7% |
| 5Y | -13.4% | +863.0% | -876.4% | -31.4% |
| All | -13.4% | +929.6% | -943.0% | -31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling