+930.0%
APH vs FXI
+19.2%
+910.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +4.9% | -4.2% | +9.1% | +6.6% |
| 30D | -5.4% | -1.1% | -4.3% | -5.2% |
| 3M | -5.5% | -4.0% | -1.5% | -4.3% |
| 6M | +25.9% | -11.8% | +37.8% | +31.5% |
| YTD | +16.4% | -11.9% | +28.3% | +21.7% |
| 1Y | +16.5% | -16.1% | +32.6% | +24.1% |
| 3Y | +270.9% | +38.8% | +232.1% | +213.0% |
| 5Y | +289.5% | -9.1% | +298.6% | +292.7% |
| All | +930.0% | +19.2% | +910.8% | +827.3% |
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