+244.8%
SOXX vs ASTS
+403.9%
-159.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -2.2% |
| 7D | +3.0% | -3.6% | +6.6% | +3.5% |
| 30D | -3.1% | -16.4% | +13.2% | -1.2% |
| 3M | -4.4% | -31.4% | +27.0% | -1.0% |
| 6M | +52.9% | -31.6% | +84.4% | +56.5% |
| YTD | +72.0% | -17.5% | +89.5% | +70.3% |
| 1Y | +105.1% | +59.4% | +45.7% | +86.2% |
| 3Y | +220.6% | +1,460.2% | -1,239.6% | +105.2% |
| 5Y | +244.8% | +413.4% | -168.6% | +129.8% |
| All | +244.8% | +403.9% | -159.1% | +129.8% |
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 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