+18.1%
FXI vs APO
+1,753.5%
-1,735.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +1.0% | -1.0% | +2.1% | +1.3% |
| 30D | -0.6% | +3.5% | -4.0% | -1.7% |
| 3M | +1.9% | +4.5% | -2.6% | +0.1% |
| 6M | -0.2% | +22.8% | -22.9% | -6.7% |
| YTD | -5.6% | -6.5% | +0.9% | -5.2% |
| 1Y | -4.7% | +0.8% | -5.5% | -6.9% |
| 3Y | +38.0% | +62.0% | -23.9% | +12.6% |
| 5Y | -2.7% | +138.2% | -140.9% | -31.2% |
| 10Y | +19.9% | +940.3% | -920.4% | -49.7% |
| All | +18.1% | +1,753.5% | -1,735.4% | -64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling