+148.7%
XLK vs FTAI
+890.7%
-742.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -2.0% | +0.7% |
| 7D | +0.2% | -5.2% | +5.4% | +1.2% |
| 30D | -0.6% | -17.9% | +17.3% | +3.0% |
| 3M | +2.6% | -22.7% | +25.3% | +7.1% |
| 6M | +34.0% | -28.0% | +62.0% | +40.2% |
| YTD | +30.7% | -5.0% | +35.6% | +28.7% |
| 1Y | +39.2% | +10.4% | +28.8% | +32.1% |
| 3Y | +120.4% | +425.2% | -304.8% | +23.9% |
| All | +148.7% | +890.7% | -742.0% | +7.8% |
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