+42.0%
SOFI vs ASTS
+358.6%
-316.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.6% | +1.8% | -2.7% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -4.4% | -9.2% | +4.9% | -2.8% |
| 3M | +5.2% | -29.6% | +34.9% | +10.5% |
| 6M | -7.8% | -30.5% | +22.7% | -5.6% |
| YTD | -33.8% | -14.1% | -19.7% | -36.3% |
| 1Y | -33.3% | +69.1% | -102.4% | -44.8% |
| 3Y | +102.7% | +1,525.5% | -1,422.8% | -13.7% |
| 5Y | +10.5% | +425.9% | -415.4% | -46.2% |
| All | +42.0% | +358.6% | -316.6% | -31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling