+529.4%
ASTS vs JEPI
+95.7%
+433.7%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.1% |
| 7D | +7.3% | -0.3% | +7.7% | +8.2% |
| 30D | -8.9% | +0.1% | -9.0% | -9.2% |
| 3M | -41.9% | +4.8% | -46.7% | -47.9% |
| 6M | -40.6% | +1.0% | -41.6% | -41.6% |
| YTD | -14.2% | +5.5% | -19.7% | -23.4% |
| 1Y | +48.9% | +9.2% | +39.6% | +24.9% |
| 3Y | +1,461.7% | +31.2% | +1,430.5% | +859.9% |
| 5Y | +404.1% | +41.4% | +362.8% | +180.7% |
| All | +529.4% | +95.7% | +433.7% | +202.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling