+107.2%
APA vs SSNC
-3.9%
+111.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.6% | -5.2% | -7.1% |
| 7D | -13.0% | -1.1% | -11.8% | -13.1% |
| 30D | +2.0% | +0.6% | +1.4% | +1.7% |
| 3M | +24.9% | -1.5% | +26.4% | +24.2% |
| 6M | +7.2% | +15.8% | -8.7% | +9.1% |
| YTD | +87.1% | -8.0% | +95.0% | +84.7% |
| 1Y | +107.2% | -5.8% | +113.0% | +107.4% |
| All | +107.2% | -3.9% | +111.1% | +107.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling