+15.0%
FXI vs ARMK
+134.7%
-119.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.0% |
| 7D | -2.8% | +0.3% | -3.1% | -2.9% |
| 30D | -5.3% | +2.4% | -7.7% | -5.9% |
| 3M | +0.3% | +6.1% | -5.7% | -1.1% |
| 6M | -4.6% | +41.8% | -46.3% | -11.7% |
| YTD | -9.1% | +55.5% | -64.6% | -17.6% |
| 1Y | -12.0% | +49.6% | -61.5% | -19.6% |
| 3Y | +38.6% | +122.8% | -84.1% | +14.9% |
| 5Y | -6.6% | +151.0% | -157.6% | -25.0% |
| 10Y | +15.0% | +138.0% | -122.9% | -1.6% |
| All | +15.0% | +134.7% | -119.7% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARMK 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling