+955.2%
APH vs FXI
+19.2%
+936.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -5.0% | +3.7% | -8.7% | -6.5% |
| 30D | -8.4% | +0.5% | -8.9% | -8.7% |
| 3M | -4.5% | -5.7% | +1.2% | -2.6% |
| 6M | +25.3% | -6.9% | +32.2% | +28.0% |
| YTD | +18.9% | -9.5% | +28.4% | +23.1% |
| 1Y | +11.9% | -14.0% | +26.0% | +18.2% |
| 3Y | +278.0% | +44.5% | +233.4% | +213.9% |
| 5Y | +306.4% | -2.8% | +309.2% | +296.1% |
| 10Y | +955.2% | +20.3% | +934.8% | +850.8% |
| All | +955.2% | +19.2% | +936.0% | +850.8% |
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