+64.8%
FXI vs AMIX
-100.0%
+164.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | +1.0% |
| 7D | +6.9% | -25.5% | +32.4% | +6.9% |
| 30D | +3.5% | -56.2% | +59.7% | +3.5% |
| 3M | -3.2% | -87.4% | +84.3% | -3.2% |
| 6M | -3.5% | -80.9% | +77.4% | -3.4% |
| YTD | -8.1% | -86.8% | +78.8% | -7.9% |
| 1Y | -10.5% | -91.3% | +80.8% | -10.4% |
| All | +64.8% | -100.0% | +164.8% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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