+457.0%
ASTS vs JEPI
+41.6%
+415.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +7.6% |
| 7D | +18.5% | -0.2% | +18.7% | +19.1% |
| 30D | -8.1% | -0.6% | -7.5% | -6.9% |
| 3M | -28.2% | +4.8% | -33.0% | -36.5% |
| 6M | -26.1% | +2.1% | -28.2% | -29.6% |
| YTD | -9.0% | +4.8% | -13.8% | -18.7% |
| 1Y | +62.2% | +8.4% | +53.7% | +35.4% |
| 3Y | +1,621.9% | +30.8% | +1,591.1% | +893.4% |
| 5Y | +457.0% | +41.0% | +416.1% | +190.3% |
| All | +457.0% | +41.6% | +415.4% | +190.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling