+67.7%
V vs FTAI
+929.6%
-861.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.5% | +0.2% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | +1.9% | -13.6% | +15.5% | +3.0% |
| 3M | +13.2% | -20.6% | +33.8% | +14.9% |
| 6M | +16.7% | -32.6% | +49.3% | +19.6% |
| YTD | +5.4% | -5.4% | +10.7% | +3.5% |
| 1Y | +7.7% | +12.9% | -5.2% | +3.1% |
| 3Y | +52.0% | +428.1% | -376.1% | +0.7% |
| 5Y | +67.7% | +863.0% | -795.3% | -10.1% |
| All | +67.7% | +929.6% | -861.9% | -10.1% |
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 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