+14.2%
FXI vs APO
+936.6%
-922.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.8% | 0.0% |
| 7D | -2.8% | -4.9% | +2.1% | -1.5% |
| 30D | -3.7% | -8.4% | +4.8% | -1.6% |
| 3M | -0.4% | -2.1% | +1.6% | -0.4% |
| 6M | -5.4% | +19.2% | -24.7% | -10.6% |
| YTD | -9.6% | -10.5% | +0.9% | -8.2% |
| 1Y | -11.9% | -2.7% | -9.2% | -13.0% |
| 3Y | +37.8% | +52.5% | -14.6% | +14.8% |
| 5Y | -7.0% | +132.1% | -139.1% | -33.3% |
| All | +14.2% | +936.6% | -922.4% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling