+33.7%
FXI vs BAM
+80.8%
-47.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.7% |
| 7D | -4.2% | -2.0% | -2.2% | -3.7% |
| 30D | -2.0% | +13.7% | -15.7% | -5.6% |
| 3M | -5.0% | -4.8% | -0.2% | -3.9% |
| 6M | -9.6% | +7.6% | -17.2% | -12.1% |
| YTD | -11.9% | +1.2% | -13.1% | -13.1% |
| 1Y | -16.7% | -2.3% | -14.4% | -17.1% |
| 3Y | +40.6% | +84.1% | -43.5% | +10.2% |
| All | +33.7% | +80.8% | -47.1% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 10y: compounded portfolio wealth divided by compounded BAM 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…
10y analysis · Full analysis span regression · 6 months rolling