+576.8%
ASTS vs DUK
+69.3%
+507.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +6.2% |
| 7D | +18.5% | +0.7% | +17.8% | +18.6% |
| 30D | -8.1% | -2.0% | -6.1% | -8.2% |
| 3M | -28.2% | +0.2% | -28.4% | -28.1% |
| 6M | -26.1% | -6.9% | -19.2% | -26.4% |
| YTD | -9.0% | +6.1% | -15.1% | -8.6% |
| 1Y | +62.2% | +4.4% | +57.7% | +62.7% |
| 3Y | +1,621.9% | +49.1% | +1,572.8% | +1,607.6% |
| 5Y | +457.0% | +39.6% | +417.5% | +455.8% |
| All | +576.8% | +69.3% | +507.4% | +575.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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