-44.8%
ACHR vs MSI
+190.6%
-235.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.7% | -5.0% | -5.3% |
| 7D | -2.7% | -4.0% | +1.3% | -0.5% |
| 30D | -12.1% | -0.5% | -11.7% | -12.1% |
| 3M | +3.4% | +11.4% | -8.0% | -3.7% |
| 6M | -15.6% | +1.0% | -16.6% | -17.4% |
| YTD | -26.9% | +20.7% | -47.5% | -36.6% |
| 1Y | -34.8% | -2.7% | -32.1% | -34.8% |
| 3Y | -19.2% | +68.2% | -87.4% | -46.9% |
| 5Y | -43.8% | +100.0% | -143.7% | -70.1% |
| All | -44.8% | +190.6% | -235.4% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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