+883.4%
APH vs FXI
+19.8%
+863.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -5.9% | +5.7% | -11.6% | -8.1% |
| 30D | -14.8% | +4.6% | -19.4% | -16.4% |
| 3M | -12.4% | -2.8% | -9.6% | -11.7% |
| 6M | +8.1% | -6.1% | +14.1% | +10.1% |
| YTD | +10.9% | -8.0% | +19.0% | +14.2% |
| 1Y | +8.8% | -11.3% | +20.1% | +13.5% |
| 3Y | +262.1% | +42.6% | +219.4% | +202.8% |
| 5Y | +283.1% | -0.1% | +283.2% | +268.6% |
| All | +883.4% | +19.8% | +863.6% | +783.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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