+4,398.9%
AAPL vs SSNC
+1,037.0%
+3,362.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.7% | +0.4% |
| 7D | -2.7% | -1.8% | -1.0% | -2.0% |
| 30D | +1.0% | +1.9% | -0.9% | +0.2% |
| 3M | +5.0% | +18.4% | -13.4% | -2.4% |
| 6M | +23.0% | +7.0% | +16.1% | +18.7% |
| YTD | +16.6% | -6.9% | +23.6% | +18.6% |
| 1Y | +33.4% | -8.2% | +41.6% | +36.2% |
| 3Y | +79.9% | +50.5% | +29.3% | +48.4% |
| 5Y | +109.0% | +17.4% | +91.6% | +89.3% |
| 10Y | +1,210.4% | +164.9% | +1,045.5% | +773.4% |
| All | +4,398.9% | +1,037.0% | +3,362.0% | +1,829.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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