+2,502.5%
LITE vs FTAI
+3,258.4%
-755.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +11.0% |
| 7D | +12.6% | +3.9% | +8.7% | +11.1% |
| 30D | +9.9% | -8.8% | +18.8% | +12.7% |
| 3M | +9.3% | -14.5% | +23.7% | +14.1% |
| 6M | +75.2% | -24.0% | +99.3% | +87.0% |
| YTD | +165.5% | +0.5% | +165.0% | +161.3% |
| 1Y | +555.0% | +19.1% | +535.9% | +513.8% |
| 3Y | +1,870.5% | +460.7% | +1,409.7% | +1,069.2% |
| 5Y | +1,009.8% | +947.3% | +62.5% | +452.7% |
| 10Y | +2,502.5% | +3,244.4% | -741.9% | +933.8% |
| All | +2,502.5% | +3,258.4% | -755.9% | +933.8% |
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