+269.5%
LMT vs FTAI
+2,432.1%
-2,162.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.8% | +3.6% | -1.8% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | -12.5% | -13.6% | +1.1% | -11.7% |
| 3M | -0.5% | -20.6% | +20.1% | +0.7% |
| 6M | -20.0% | -32.6% | +12.6% | -18.5% |
| YTD | +10.4% | -5.4% | +15.8% | +9.7% |
| 1Y | +17.7% | +12.9% | +4.8% | +15.2% |
| 3Y | +34.3% | +428.1% | -393.8% | +10.1% |
| 5Y | +71.8% | +863.0% | -791.2% | +29.7% |
| 10Y | +187.0% | +3,092.6% | -2,905.6% | +96.8% |
| All | +269.5% | +2,432.1% | -2,162.6% | +158.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling