+17.2%
O vs FTAI
+847.8%
-830.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.8% |
| 7D | -3.5% | -9.7% | +6.2% | -3.0% |
| 30D | -3.3% | -20.0% | +16.7% | -2.3% |
| 3M | -2.8% | -20.1% | +17.2% | -2.1% |
| 6M | -5.8% | -33.3% | +27.5% | -4.4% |
| YTD | +9.4% | -8.0% | +17.4% | +8.6% |
| 1Y | +5.7% | +8.0% | -2.3% | +3.7% |
| 3Y | +27.2% | +413.4% | -386.2% | -4.6% |
| 5Y | +17.2% | +858.6% | -841.4% | -23.9% |
| All | +17.2% | +847.8% | -830.6% | -23.9% |
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