+35.5%
ORCL vs FTAI
+902.5%
-867.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.3% | -7.1% | +1.0% |
| 7D | +0.5% | +0.5% | -0.1% | +0.1% |
| 30D | -15.3% | +17.0% | -32.3% | -18.6% |
| 3M | -18.2% | -7.8% | -10.4% | -17.8% |
| 6M | -38.4% | -26.2% | -12.3% | -35.7% |
| YTD | -37.7% | +1.6% | -39.3% | -39.8% |
| 1Y | -49.3% | +22.2% | -71.4% | -52.8% |
| 3Y | +10.6% | +415.7% | -405.0% | -32.8% |
| 5Y | +35.5% | +932.0% | -896.5% | -32.7% |
| All | +35.5% | +902.5% | -867.0% | -32.7% |
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 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