+282.2%
APH vs FXI
-0.9%
+283.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | -5.9% | +5.7% | -11.6% | -7.4% |
| 30D | -14.8% | +4.6% | -19.4% | -15.9% |
| 3M | -12.4% | -2.8% | -9.6% | -11.9% |
| 6M | +8.1% | -6.1% | +14.1% | +9.5% |
| YTD | +10.9% | -8.0% | +19.0% | +13.2% |
| 1Y | +8.8% | -11.3% | +20.1% | +12.1% |
| 3Y | +262.1% | +42.6% | +219.4% | +224.9% |
| All | +282.2% | -0.9% | +283.1% | +279.1% |
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