+113.9%
SOXX vs FTAI
+30.8%
+83.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.1% |
| 7D | +2.2% | +0.7% | +1.5% | +1.8% |
| 30D | -2.0% | -12.1% | +10.0% | +2.1% |
| 3M | -13.7% | -21.3% | +7.6% | -6.6% |
| 6M | +52.4% | -30.2% | +82.6% | +68.8% |
| YTD | +72.8% | +0.3% | +72.5% | +71.8% |
| 1Y | +113.9% | +27.2% | +86.7% | +97.3% |
| All | +113.9% | +30.8% | +83.1% | +97.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling