-26.0%
NOW vs ASTS
+138.7%
-164.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -15.2% | +9.3% | -4.7% |
| 7D | -6.7% | -29.9% | +23.2% | -4.0% |
| 30D | -25.8% | -52.2% | +26.3% | -21.6% |
| 3M | -12.7% | -55.8% | +43.2% | -7.4% |
| 6M | +11.2% | -52.7% | +64.0% | +14.6% |
| YTD | -33.2% | -58.4% | +25.2% | -32.0% |
| 1Y | -41.8% | -57.1% | +15.3% | -41.4% |
| 3Y | -15.7% | +629.5% | -645.1% | -44.6% |
| 5Y | -26.0% | +147.7% | -173.8% | -46.0% |
| All | -26.0% | +138.7% | -164.8% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 ASTS 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