+48.4%
RSP vs ASTS
+148.1%
-99.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.7% | +0.4% |
| 7D | +2.4% | +0.8% | +1.5% | +2.3% |
| 30D | +4.3% | -22.6% | +26.9% | +5.2% |
| 3M | -0.3% | -54.4% | +54.1% | +2.8% |
| 6M | +9.8% | -56.4% | +66.2% | +12.5% |
| YTD | +16.8% | -55.1% | +71.9% | +18.3% |
| 1Y | +19.5% | -46.9% | +66.4% | +19.5% |
| 3Y | +65.1% | +715.0% | -649.9% | +35.6% |
| All | +48.4% | +148.1% | -99.7% | +23.4% |
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