-41.7%
ACHR vs MKSI
+84.1%
-125.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +1.2% |
| 7D | -2.3% | +2.7% | -5.0% | -3.8% |
| 30D | -11.3% | -12.8% | +1.5% | -4.6% |
| 3M | +5.3% | -22.5% | +27.8% | +15.8% |
| 6M | -13.2% | +19.4% | -32.6% | -28.9% |
| YTD | -25.8% | +67.7% | -93.5% | -52.6% |
| 1Y | -34.3% | +131.4% | -165.7% | -66.9% |
| 3Y | -19.9% | +197.3% | -217.3% | -69.3% |
| All | -41.7% | +84.1% | -125.8% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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