Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ASTS vs SM✓SelectedUSD · SMASTS vs SM performance historyLatest closeAs of+0.29%09/04
Stock and ETF performance explorer

ASTS vs SM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+431.2%
SM return
+107.8%
Excess return
+323.4%
Maximum drawdown
-85.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioSMExcessAlpha
1D+0.3%-2.5%+2.8%+0.9%
7D+7.3%+0.1%+7.2%+7.3%
30D-8.9%+26.3%-35.2%-14.1%
3M-41.9%+8.7%-50.6%-43.8%
6M-40.6%+51.7%-92.3%-48.9%
YTD-14.2%+99.0%-113.3%-32.4%
1Y+48.9%+34.6%+14.3%+31.1%
3Y+1,461.7%-7.8%+1,469.4%+1,364.5%
All+431.2%+107.8%+323.4%+301.3%

Cumulative growth

Daily Returns

Daily percentage return beside SM.

Daily Out/Under-Performance

Portfolio return minus SM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SM 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 SM 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