+154.8%
SO vs FTAI
+2,995.8%
-2,841.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.5% |
| 7D | -1.1% | -9.7% | +8.5% | -0.7% |
| 30D | -3.7% | -20.0% | +16.2% | -2.8% |
| 3M | -5.9% | -20.1% | +14.2% | -5.2% |
| 6M | -7.3% | -33.3% | +25.9% | -6.1% |
| YTD | +3.1% | -8.0% | +11.1% | +2.5% |
| 1Y | -1.0% | +8.0% | -9.0% | -2.6% |
| 3Y | +43.2% | +413.4% | -370.2% | +20.1% |
| 5Y | +59.1% | +858.6% | -799.5% | +23.7% |
| All | +154.8% | +2,995.8% | -2,841.0% | +96.1% |
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