-41.5%
ACHR vs MSCI
+34.3%
-75.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.8% | +5.9% | +4.8% |
| 7D | +4.9% | -2.1% | +6.9% | +6.3% |
| 30D | +4.3% | -1.7% | +6.0% | +5.5% |
| 3M | +1.7% | -8.2% | +10.0% | +6.5% |
| 6M | -6.9% | -2.4% | -4.4% | -7.3% |
| YTD | -22.5% | -2.8% | -19.7% | -23.7% |
| 1Y | -31.5% | -2.7% | -28.8% | -33.4% |
| 3Y | -14.4% | +7.3% | -21.7% | -23.5% |
| 5Y | -41.6% | -11.4% | -30.2% | -46.6% |
| All | -41.5% | +34.3% | -75.8% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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