+196.4%
SO vs FTAI
+2,658.1%
-2,461.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.3% |
| 7D | +1.4% | +0.2% | +1.1% | +1.3% |
| 30D | +4.7% | +10.7% | -6.0% | +4.0% |
| 3M | +1.7% | -16.4% | +18.1% | +2.2% |
| 6M | +2.2% | -32.2% | +34.4% | +3.5% |
| YTD | +10.0% | -7.7% | +17.7% | +9.0% |
| 1Y | +6.0% | +18.7% | -12.7% | +3.6% |
| 3Y | +54.1% | +354.3% | -300.2% | +30.2% |
| 5Y | +79.6% | +850.7% | -771.1% | +39.1% |
| All | +196.4% | +2,658.1% | -2,461.7% | +127.2% |
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