+248.5%
ASTS vs JEPI
+101.0%
+147.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.1% |
| 7D | +14.2% | +2.9% | +11.3% | +7.6% |
| 30D | -26.7% | +2.6% | -29.3% | -29.9% |
| 3M | -53.6% | +2.2% | -55.8% | -55.3% |
| 6M | -52.7% | +7.6% | -60.3% | -59.4% |
| YTD | -52.5% | +8.3% | -60.8% | -59.5% |
| 1Y | -46.5% | +9.7% | -56.2% | -55.3% |
| 3Y | +700.5% | +36.7% | +663.8% | +354.8% |
| 5Y | +168.5% | +44.4% | +124.1% | +43.4% |
| All | +248.5% | +101.0% | +147.5% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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