+43.4%
SMH vs ASTS
-47.5%
+90.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -2.0% |
| 7D | -11.2% | -15.8% | +4.6% | -8.5% |
| 30D | -20.4% | -39.0% | +18.6% | -13.7% |
| 3M | -12.4% | -49.3% | +36.9% | -2.5% |
| 6M | -0.5% | -47.9% | +47.4% | +8.2% |
| YTD | +40.0% | -51.0% | +91.0% | +49.1% |
| 1Y | +43.4% | -49.2% | +92.5% | +51.6% |
| All | +43.4% | -47.5% | +90.9% | +51.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling