+416.0%
LRCX vs FTAI
+890.7%
-474.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -1.1% |
| 7D | -3.1% | -5.2% | +2.1% | -1.3% |
| 30D | -8.6% | -17.9% | +9.4% | -2.4% |
| 3M | -17.7% | -22.7% | +5.1% | -10.4% |
| 6M | +36.4% | -28.0% | +64.4% | +50.8% |
| YTD | +74.5% | -5.0% | +79.5% | +76.9% |
| 1Y | +159.4% | +10.4% | +149.1% | +149.3% |
| 3Y | +361.6% | +425.2% | -63.7% | +103.0% |
| All | +416.0% | +890.7% | -474.7% | +60.5% |
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