-6.5%
ACHR vs MOS
-25.3%
+18.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +3.5% |
| 7D | +18.0% | +5.5% | +12.5% | +15.8% |
| 30D | +3.6% | +21.0% | -17.3% | -3.6% |
| 3M | -28.4% | -0.5% | -28.0% | -28.8% |
| 6M | -25.7% | +6.6% | -32.3% | -28.2% |
| YTD | -35.4% | -2.8% | -32.6% | -36.4% |
| 1Y | -45.6% | -8.1% | -37.6% | -45.4% |
| All | -6.5% | -25.3% | +18.7% | +4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling