+168.5%
ASTS vs UPS
-34.3%
+202.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.8% | -3.9% | -4.6% |
| 7D | +14.2% | -0.6% | +14.8% | +14.8% |
| 30D | -26.7% | +16.4% | -43.1% | -33.4% |
| 3M | -53.6% | +7.9% | -61.5% | -56.0% |
| 6M | -52.7% | +15.8% | -68.6% | -57.8% |
| YTD | -52.5% | +16.6% | -69.1% | -58.2% |
| 1Y | -46.5% | +22.3% | -68.8% | -54.7% |
| 3Y | +700.5% | -6.2% | +706.7% | +657.8% |
| 5Y | +168.5% | -34.4% | +202.9% | +238.8% |
| All | +168.5% | -34.3% | +202.7% | +238.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling