+265.5%
ASTS vs JEPQ
+85.8%
+179.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -3.2% |
| 7D | +0.8% | +3.4% | -2.6% | -5.4% |
| 30D | -22.6% | -5.6% | -17.0% | -10.1% |
| 3M | -54.4% | -4.2% | -50.3% | -48.3% |
| 6M | -56.4% | -0.2% | -56.2% | -53.5% |
| YTD | -55.1% | +6.7% | -61.8% | -57.3% |
| 1Y | -46.9% | +9.5% | -56.4% | -51.2% |
| 3Y | +715.0% | +60.5% | +654.5% | +315.0% |
| All | +265.5% | +85.8% | +179.7% | +52.4% |
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