+425.2%
FTAI vs SOXQ
+232.9%
+192.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.5% | +2.1% |
| 7D | -5.2% | +0.8% | -6.0% | -5.7% |
| 30D | -17.9% | -4.6% | -13.3% | -15.3% |
| 3M | -22.7% | -10.2% | -12.6% | -18.3% |
| 6M | -28.0% | +49.7% | -77.7% | -47.1% |
| YTD | -5.0% | +67.2% | -72.2% | -35.3% |
| 1Y | +10.4% | +98.0% | -87.6% | -33.1% |
| 3Y | +425.2% | +237.2% | +188.1% | +118.0% |
| All | +425.2% | +232.9% | +192.3% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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