+686.2%
ASTS vs IOT
+61.2%
+625.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +18.5% | +2.8% | +15.7% | +17.0% |
| 30D | -8.1% | -1.8% | -6.3% | -8.0% |
| 3M | -28.2% | +17.9% | -46.1% | -33.6% |
| 6M | -26.1% | +13.5% | -39.6% | -32.5% |
| YTD | -9.0% | +13.3% | -22.2% | -19.0% |
| 1Y | +62.2% | -3.3% | +65.5% | +54.8% |
| 3Y | +1,621.9% | +31.3% | +1,590.5% | +1,253.7% |
| All | +686.2% | +61.2% | +625.0% | +361.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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