+49.3%
SOFI vs ASTS
+357.8%
-308.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | +0.9% | +7.3% | -6.5% | -0.5% |
| 30D | -0.2% | -8.9% | +8.7% | +1.4% |
| 3M | +6.2% | -41.9% | +48.2% | +15.6% |
| 6M | -2.6% | -40.6% | +38.0% | +2.6% |
| YTD | -30.4% | -14.2% | -16.2% | -33.0% |
| 1Y | -28.2% | +48.9% | -77.1% | -39.3% |
| 3Y | +107.3% | +1,461.7% | -1,354.4% | -10.9% |
| 5Y | +20.2% | +404.1% | -383.9% | -41.0% |
| All | +49.3% | +357.8% | -308.5% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling