-33.3%
SOFI vs ASTS
+57.7%
-90.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +9.8% |
| 6M | -7.8% | -30.5% | +22.7% | -6.9% |
| YTD | -33.8% | -14.1% | -19.7% | -38.0% |
| 1Y | -33.3% | +69.1% | -102.4% | -41.3% |
| All | -33.3% | +57.7% | -90.9% | -41.3% |
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