-27.7%
ACHR vs MOS
-32.4%
+4.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +0.1% | +14.6% | +14.7% |
| 7D | +5.7% | +21.6% | -15.9% | -2.6% |
| 30D | -4.9% | +12.0% | -16.9% | -9.8% |
| 3M | -15.1% | -3.9% | -11.2% | -14.8% |
| 6M | -30.7% | -3.3% | -27.4% | -31.1% |
| YTD | -41.0% | -4.6% | -36.3% | -41.8% |
| 1Y | -50.0% | -7.0% | -43.0% | -50.4% |
| 3Y | -17.0% | -24.4% | +7.4% | -13.5% |
| All | -27.7% | -32.4% | +4.7% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling