+40.6%
FXI vs APO
+52.4%
-11.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | -0.6% | +3.1% | -3.8% | -1.2% |
| 3M | -4.9% | -12.0% | +7.1% | -3.4% |
| 6M | -8.8% | -5.0% | -3.8% | -8.6% |
| YTD | -10.7% | -14.0% | +3.3% | -9.3% |
| 1Y | -15.2% | -5.9% | -9.3% | -15.2% |
| All | +40.6% | +52.4% | -11.7% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling