+1,537.1%
SOXX vs FTAI
+3,098.4%
-1,561.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.3% | -1.5% | +1.0% |
| 7D | +1.4% | -5.2% | +6.6% | +2.7% |
| 30D | -3.6% | -17.9% | +14.3% | +1.1% |
| 3M | -10.2% | -22.7% | +12.6% | -4.6% |
| 6M | +54.2% | -28.0% | +82.3% | +65.3% |
| YTD | +75.2% | -5.0% | +80.2% | +74.8% |
| 1Y | +107.5% | +10.4% | +97.1% | +98.2% |
| 3Y | +226.8% | +425.2% | -198.5% | +90.5% |
| 5Y | +251.2% | +890.3% | -639.1% | +69.2% |
| All | +1,537.1% | +3,098.4% | -1,561.3% | +587.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling