+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 | -1.3% | -8.4% | +7.1% | -1.3% |
| 7D | -4.2% | -10.9% | +6.7% | -4.2% |
| 30D | -2.0% | -55.0% | +53.0% | -2.0% |
| 3M | -5.0% | -82.0% | +77.0% | -5.0% |
| 6M | -9.6% | -80.4% | +70.8% | -9.5% |
| YTD | -11.9% | -88.3% | +76.4% | -11.8% |
| 1Y | -16.7% | -92.4% | +75.7% | -16.5% |
| 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