+14.2%
FXI vs AMT
+94.9%
-80.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -3.2% | +1.8% | -5.1% | -3.7% |
| 3M | +1.7% | -6.2% | +7.9% | +3.0% |
| 6M | -1.6% | -5.0% | +3.4% | -0.8% |
| YTD | -7.9% | +2.1% | -10.0% | -9.1% |
| 1Y | -9.6% | -5.7% | -3.9% | -9.1% |
| 3Y | +40.5% | +7.9% | +32.5% | +33.2% |
| 5Y | -6.2% | -32.3% | +26.1% | -0.2% |
| 10Y | +14.2% | +95.0% | -80.9% | -5.9% |
| All | +14.2% | +94.9% | -80.8% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling