+951.3%
APH vs FXI
+20.5%
+930.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.8% | +9.0% | +8.5% |
| 7D | +1.1% | +4.4% | -3.3% | -0.8% |
| 30D | -7.5% | +1.2% | -8.7% | -8.1% |
| 3M | -4.4% | -4.2% | -0.3% | -3.1% |
| 6M | +26.5% | -6.2% | +32.7% | +28.9% |
| YTD | +20.0% | -8.8% | +28.8% | +23.9% |
| 1Y | +16.9% | -11.6% | +28.5% | +22.1% |
| 3Y | +288.5% | +45.1% | +243.4% | +222.2% |
| 5Y | +310.3% | -1.2% | +311.5% | +296.6% |
| 10Y | +951.3% | +20.1% | +931.2% | +840.2% |
| All | +951.3% | +20.5% | +930.8% | +840.2% |
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