+528.7%
WDC vs ASTS
+163.9%
+364.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.1% | -8.5% | -2.4% |
| 7D | -28.0% | -21.1% | -6.9% | -25.6% |
| 30D | -34.9% | -46.7% | +11.8% | -29.5% |
| 3M | -41.6% | -52.0% | +10.4% | -36.3% |
| 6M | -45.4% | -54.3% | +8.9% | -40.7% |
| YTD | +53.3% | -55.5% | +108.8% | +65.3% |
| 1Y | +61.5% | -50.5% | +112.0% | +71.3% |
| 3Y | +712.3% | +706.2% | +6.1% | +489.2% |
| All | +528.7% | +163.9% | +364.8% | +389.6% |
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