-9.6%
FXI vs BAM
-12.8%
+3.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.4% | +1.0% | -1.8% |
| 7D | -1.0% | -1.6% | +0.6% | -0.7% |
| 30D | -3.2% | -6.0% | +2.8% | -2.3% |
| 3M | +1.7% | +7.3% | -5.7% | -0.3% |
| 6M | -1.6% | +8.2% | -9.8% | -4.1% |
| YTD | -7.9% | -3.8% | -4.1% | -7.9% |
| 1Y | -9.6% | -10.7% | +1.1% | -6.7% |
| All | -9.6% | -12.8% | +3.2% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling