+142.9%
ADI vs ASTS
+202.1%
-59.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +8.7% | -4.7% | +3.2% |
| 7D | +0.7% | +2.8% | -2.1% | +0.4% |
| 30D | +0.7% | -28.8% | +29.5% | +3.5% |
| 3M | +6.5% | -48.9% | +55.4% | +12.3% |
| 6M | -2.7% | -55.6% | +53.0% | +2.6% |
| YTD | +52.2% | -49.6% | +101.8% | +55.8% |
| 1Y | +77.5% | -46.1% | +123.5% | +79.2% |
| 3Y | +148.8% | +749.7% | -600.9% | +81.7% |
| 5Y | +142.9% | +193.2% | -50.3% | +81.1% |
| All | +142.9% | +202.1% | -59.3% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 ASTS 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