+537.8%
ASTS vs HRB
+158.0%
+379.7%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.7% |
| 7D | +7.3% | -5.7% | +13.0% | +8.0% |
| 30D | -8.9% | +7.9% | -16.8% | -9.8% |
| 3M | -41.9% | +32.1% | -74.0% | -44.1% |
| 6M | -40.6% | +62.2% | -102.8% | -44.9% |
| YTD | -14.2% | +16.4% | -30.6% | -16.3% |
| 1Y | +48.9% | -0.3% | +49.1% | +48.5% |
| 3Y | +1,461.7% | +36.0% | +1,425.6% | +1,353.7% |
| 5Y | +404.1% | +125.2% | +278.9% | +338.4% |
| All | +537.8% | +158.0% | +379.7% | +459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 all: compounded portfolio wealth divided by compounded HRB 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…
all analysis · Full analysis span regression · 6 months rolling