-55.3%
ASTS vs JEPI
+6.4%
-61.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.1% | +2.1% | +12.0% | +7.6% |
| 7D | +1.5% | +0.3% | +1.2% | +2.2% |
| 30D | -27.6% | +1.4% | -29.1% | -28.5% |
| 3M | -48.7% | +1.3% | -50.0% | -49.8% |
| All | -55.3% | +6.4% | -61.7% | -61.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling