+2,896.3%
KLAC vs FTAI
+3,098.4%
-202.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.4% | +1.1% |
| 7D | -2.7% | -5.2% | +2.5% | -1.3% |
| 30D | -13.2% | -17.9% | +4.8% | -8.8% |
| 3M | -25.0% | -22.7% | -2.3% | -20.0% |
| 6M | +23.6% | -28.0% | +51.6% | +32.8% |
| YTD | +49.2% | -5.0% | +54.2% | +49.4% |
| 1Y | +89.3% | +10.4% | +78.9% | +81.6% |
| 3Y | +274.4% | +425.2% | -150.9% | +120.4% |
| 5Y | +440.9% | +890.3% | -449.4% | +164.5% |
| All | +2,896.3% | +3,098.4% | -202.1% | +1,181.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling