+58.0%
FXI vs AMIX
-100.0%
+157.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -4.2% | -9.9% | +5.7% | -4.2% |
| 30D | -1.1% | -52.8% | +51.6% | -1.1% |
| 3M | -4.0% | -80.0% | +76.1% | -4.0% |
| 6M | -11.8% | -80.2% | +68.4% | -11.7% |
| YTD | -11.9% | -88.1% | +76.2% | -11.8% |
| 1Y | -16.1% | -91.1% | +74.9% | -16.0% |
| All | +58.0% | -100.0% | +157.9% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling