+335.4%
ASTS vs IOT
+69.6%
+265.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.9% | +6.8% | +8.1% |
| 7D | +2.8% | -1.3% | +4.1% | +3.7% |
| 30D | -28.8% | +1.5% | -30.3% | -29.0% |
| 3M | -48.9% | +4.8% | -53.6% | -50.1% |
| 6M | -55.6% | +45.3% | -100.9% | -62.7% |
| YTD | -49.6% | +19.2% | -68.7% | -56.1% |
| 1Y | -46.1% | +6.1% | -52.1% | -50.4% |
| 3Y | +749.7% | +76.0% | +673.7% | +498.5% |
| All | +335.4% | +69.6% | +265.8% | +150.4% |
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