+2,617.3%
FTAI vs IONS
-32.1%
+2,649.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -2.8% |
| 7D | +0.2% | -26.3% | +26.5% | +5.8% |
| 30D | +10.7% | -31.9% | +42.6% | +18.9% |
| 3M | -16.4% | -48.0% | +31.6% | -4.9% |
| 6M | -32.2% | -62.6% | +30.3% | -18.1% |
| YTD | -7.7% | -63.3% | +55.6% | +12.0% |
| 1Y | +18.7% | -58.4% | +77.1% | +39.7% |
| 3Y | +354.3% | -38.2% | +392.5% | +364.6% |
| 5Y | +850.7% | -11.1% | +861.8% | +776.4% |
| All | +2,617.3% | -32.1% | +2,649.4% | +2,593.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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