+354.3%
FTAI vs IONS
-36.9%
+391.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -2.5% |
| 7D | +0.2% | -26.3% | +26.5% | +4.5% |
| 30D | +10.7% | -31.9% | +42.6% | +17.2% |
| 3M | -16.4% | -48.0% | +31.6% | -6.7% |
| 6M | -32.2% | -62.6% | +30.3% | -20.3% |
| YTD | -7.7% | -63.3% | +55.6% | +8.9% |
| 1Y | +18.7% | -58.4% | +77.1% | +35.9% |
| 3Y | +354.3% | -38.2% | +392.5% | +329.6% |
| All | +354.3% | -36.9% | +391.2% | +329.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling