+278.0%
APH vs FXI
+45.0%
+233.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -5.0% | +3.7% | -8.7% | -6.0% |
| 30D | -8.4% | +0.5% | -8.9% | -8.6% |
| 3M | -4.5% | -5.7% | +1.2% | -3.2% |
| 6M | +25.3% | -6.9% | +32.2% | +27.3% |
| YTD | +18.9% | -9.5% | +28.4% | +21.8% |
| 1Y | +11.9% | -14.0% | +26.0% | +15.9% |
| 3Y | +278.0% | +44.5% | +233.4% | +249.6% |
| All | +278.0% | +45.0% | +233.0% | +249.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling