+1,055.9%
APH vs FXI
+18.3%
+1,037.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.7% | +0.3% |
| 7D | +5.0% | +1.0% | +3.9% | +4.5% |
| 30D | -3.9% | -0.6% | -3.3% | -3.7% |
| 3M | +13.0% | +1.9% | +11.1% | +11.9% |
| 6M | +25.2% | -0.2% | +25.3% | +24.9% |
| YTD | +22.9% | -5.6% | +28.5% | +25.5% |
| 1Y | +47.8% | -4.7% | +52.5% | +50.4% |
| 3Y | +283.0% | +38.0% | +245.0% | +225.3% |
| 5Y | +349.7% | -2.7% | +352.3% | +340.3% |
| All | +1,055.9% | +18.3% | +1,037.6% | +910.5% |
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