+576.8%
ASTS vs UPS
+15.7%
+561.1%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.9% |
| 7D | +18.5% | -2.1% | +20.6% | +19.5% |
| 30D | -8.1% | -2.3% | -5.8% | -7.3% |
| 3M | -28.2% | -5.2% | -23.0% | -27.1% |
| 6M | -26.1% | +1.4% | -27.5% | -27.1% |
| YTD | -9.0% | +6.1% | -15.1% | -12.1% |
| 1Y | +62.2% | +27.0% | +35.2% | +44.9% |
| 3Y | +1,621.9% | -25.9% | +1,647.8% | +1,755.3% |
| 5Y | +457.0% | -34.6% | +491.6% | +532.5% |
| All | +576.8% | +15.7% | +561.1% | +660.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 10y: compounded portfolio wealth divided by compounded UPS 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…
10y analysis · Full analysis span regression · 6 months rolling