+530.5%
ASTS vs JEPI
+93.4%
+437.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.3% |
| 7D | 0.0% | -1.1% | +1.2% | +2.6% |
| 30D | -9.2% | -1.3% | -7.9% | -6.6% |
| 3M | -29.6% | +3.3% | -33.0% | -34.9% |
| 6M | -30.5% | +1.0% | -31.5% | -31.8% |
| YTD | -14.1% | +4.2% | -18.3% | -21.2% |
| 1Y | +69.1% | +7.9% | +61.2% | +45.6% |
| 3Y | +1,525.5% | +30.0% | +1,495.5% | +919.5% |
| 5Y | +425.9% | +40.9% | +384.9% | +198.3% |
| All | +530.5% | +93.4% | +437.1% | +210.7% |
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