+328.5%
SMH vs ASTS
+400.6%
-72.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +2.5% | +7.3% | -4.8% | +1.6% |
| 30D | -0.5% | -8.9% | +8.4% | +0.4% |
| 3M | -9.6% | -41.9% | +32.3% | -5.0% |
| 6M | +42.1% | -40.6% | +82.7% | +47.0% |
| YTD | +57.4% | -14.2% | +71.7% | +54.9% |
| 1Y | +96.2% | +48.9% | +47.4% | +79.4% |
| 3Y | +267.9% | +1,461.7% | -1,193.7% | +140.0% |
| All | +328.5% | +400.6% | -72.1% | +188.5% |
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