-51.8%
ACHR vs MOS
+12.5%
-64.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.8% | +6.5% | +7.8% |
| 7D | +15.3% | +19.7% | -4.3% | +8.3% |
| 30D | -3.0% | +21.5% | -24.5% | -9.5% |
| 3M | -14.0% | -0.4% | -13.5% | -14.6% |
| 6M | -25.8% | +4.5% | -30.3% | -27.8% |
| YTD | -36.0% | -2.9% | -33.1% | -37.0% |
| 1Y | -41.2% | -7.7% | -33.5% | -41.2% |
| 3Y | -8.6% | -25.6% | +17.1% | -4.5% |
| 5Y | -20.6% | -31.2% | +10.5% | -9.2% |
| All | -51.8% | +12.5% | -64.3% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling