+641.3%
ASTS vs JEPQ
+94.2%
+547.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.2% |
| 7D | +18.5% | +1.4% | +17.1% | +14.9% |
| 30D | -8.1% | +1.3% | -9.4% | -10.3% |
| 3M | -28.2% | +3.8% | -32.0% | -32.2% |
| 6M | -26.1% | +12.2% | -38.3% | -39.3% |
| YTD | -9.0% | +11.6% | -20.5% | -23.7% |
| 1Y | +62.2% | +19.9% | +42.3% | +21.2% |
| 3Y | +1,621.9% | +71.9% | +1,550.0% | +644.6% |
| All | +641.3% | +94.2% | +547.0% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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