+858.6%
FTAI vs IONS
+53.9%
+804.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.6% |
| 7D | -9.7% | -4.3% | -5.4% | -8.7% |
| 30D | -20.0% | +0.4% | -20.4% | -20.3% |
| 3M | -20.1% | -24.1% | +4.0% | -16.3% |
| 6M | -33.3% | -26.4% | -6.8% | -29.3% |
| YTD | -8.0% | -29.7% | +21.7% | -1.5% |
| 1Y | +8.0% | -13.0% | +21.0% | +8.7% |
| 3Y | +413.4% | +35.0% | +378.4% | +325.4% |
| 5Y | +858.6% | +54.2% | +804.4% | +608.9% |
| All | +858.6% | +53.9% | +804.6% | +608.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling