+4,072.9%
APH vs FXI
+221.5%
+3,851.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.4% | -49.2% | -48.5% |
| 7D | -48.7% | +1.8% | -50.5% | -49.5% |
| 30D | -51.9% | -0.6% | -51.4% | -52.1% |
| 3M | -43.6% | +1.9% | -45.5% | -44.5% |
| 6M | -37.5% | -0.2% | -37.4% | -38.1% |
| YTD | -38.6% | -5.6% | -33.0% | -37.5% |
| 1Y | -26.3% | -4.7% | -21.7% | -25.3% |
| 3Y | +89.2% | +38.0% | +51.2% | +53.7% |
| 5Y | +119.8% | -2.7% | +122.5% | +100.8% |
| 10Y | +454.3% | +19.9% | +434.3% | +344.8% |
| All | +4,072.9% | +221.5% | +3,851.4% | +1,689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling