+640.9%
ASTS vs IOT
+61.4%
+579.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.5% | -1.0% |
| 7D | +7.3% | -2.3% | +9.7% | +7.9% |
| 30D | -8.9% | +3.8% | -12.7% | -10.4% |
| 3M | -41.9% | +14.2% | -56.1% | -45.7% |
| 6M | -40.6% | +40.1% | -80.7% | -50.6% |
| YTD | -14.2% | +13.4% | -27.6% | -23.7% |
| 1Y | +48.9% | +12.2% | +36.7% | +33.4% |
| 3Y | +1,461.7% | +30.0% | +1,431.7% | +1,132.2% |
| All | +640.9% | +61.4% | +579.5% | +334.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling