+40.5%
FXI vs APO
+58.7%
-18.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -3.2% | +3.9% | -7.1% | -3.9% |
| 3M | +1.7% | +3.8% | -2.1% | +0.8% |
| 6M | -1.6% | +22.3% | -23.8% | -5.2% |
| YTD | -7.9% | -7.8% | -0.1% | -7.2% |
| 1Y | -9.6% | -0.3% | -9.3% | -10.5% |
| 3Y | +40.5% | +57.1% | -16.7% | +20.1% |
| All | +40.5% | +58.7% | -18.2% | +20.1% |
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