+300.6%
APH vs FXI
-6.5%
+307.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.4% |
| 7D | +0.4% | -1.9% | +2.3% | +0.8% |
| 30D | -8.0% | -0.6% | -7.3% | -7.9% |
| 3M | -5.0% | -4.9% | -0.1% | -3.9% |
| 6M | +29.9% | -8.8% | +38.7% | +32.7% |
| YTD | +18.0% | -10.7% | +28.7% | +21.3% |
| 1Y | +11.3% | -15.2% | +26.6% | +16.0% |
| 3Y | +274.9% | +42.5% | +232.5% | +236.3% |
| 5Y | +300.6% | -7.8% | +308.4% | +314.7% |
| All | +300.6% | -6.5% | +307.1% | +314.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling