+1,539.7%
ASTS vs JEPI
+32.2%
+1,507.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.3% |
| 7D | +7.3% | -0.3% | +7.7% | +8.4% |
| 30D | -8.9% | +0.1% | -9.0% | -9.3% |
| 3M | -41.9% | +4.8% | -46.7% | -49.2% |
| 6M | -40.6% | +1.0% | -41.6% | -41.9% |
| YTD | -14.2% | +5.5% | -19.7% | -25.7% |
| 1Y | +48.9% | +9.2% | +39.6% | +19.3% |
| All | +1,539.7% | +32.2% | +1,507.5% | +837.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling