+62.3%
FXI vs AMIX
-99.9%
+162.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.5% | -0.7% |
| 7D | +3.7% | +11.4% | -7.8% | +3.7% |
| 30D | +0.5% | -40.5% | +41.0% | +0.5% |
| 3M | -5.7% | -80.1% | +74.4% | -5.7% |
| 6M | -6.9% | -74.8% | +67.9% | -6.8% |
| YTD | -9.5% | -84.0% | +74.5% | -9.3% |
| 1Y | -14.0% | -89.7% | +75.7% | -13.9% |
| All | +62.3% | -99.9% | +162.3% | +57.9% |
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