-7.8%
FXI vs APO
+81.1%
-88.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -1.9% | +0.2% | -2.1% | -2.1% |
| 30D | -0.6% | +3.1% | -3.8% | -1.6% |
| 3M | -4.9% | -12.0% | +7.1% | -2.2% |
| 6M | -8.8% | -5.0% | -3.8% | -8.4% |
| YTD | -10.7% | -14.0% | +3.3% | -8.5% |
| 1Y | -15.2% | -5.9% | -9.3% | -15.4% |
| 3Y | +42.5% | +51.6% | -9.1% | +13.2% |
| 5Y | -7.8% | +80.8% | -88.6% | -35.2% |
| All | -7.8% | +81.1% | -88.9% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling