+81.6%
KO vs FTAI
+858.9%
-777.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.4% |
| 7D | -1.1% | -9.7% | +8.6% | -1.0% |
| 30D | +1.6% | -20.0% | +21.6% | +1.8% |
| 3M | +5.8% | -20.1% | +25.8% | +5.9% |
| 6M | +14.3% | -33.3% | +47.6% | +14.8% |
| YTD | +27.3% | -8.0% | +35.3% | +26.7% |
| 1Y | +33.2% | +8.0% | +25.2% | +31.7% |
| 3Y | +64.5% | +413.4% | -348.9% | +40.8% |
| All | +81.6% | +858.9% | -777.3% | +42.1% |
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