-45.2%
SOFI vs ASTS
-48.3%
+3.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +14.1% | -10.8% | +0.4% |
| 7D | +0.9% | +1.5% | -0.6% | +0.3% |
| 30D | +6.0% | -27.6% | +33.6% | +12.3% |
| 3M | -8.9% | -48.7% | +39.9% | +2.4% |
| 6M | +6.3% | -50.8% | +57.2% | +15.1% |
| YTD | -36.0% | -49.2% | +13.2% | -35.2% |
| All | -45.2% | -48.3% | +3.1% | -47.2% |
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