-43.2%
ASTS vs JEPI
+10.4%
-53.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.0% | +7.7% | +5.4% |
| 7D | +2.8% | -0.1% | +2.9% | +4.4% |
| 30D | -28.8% | +2.8% | -31.7% | -34.1% |
| 3M | -48.9% | +2.6% | -51.5% | -52.5% |
| 6M | -55.6% | +8.4% | -64.0% | -66.0% |
| YTD | -49.6% | +8.6% | -58.2% | -64.8% |
| All | -43.2% | +10.4% | -53.6% | -62.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling