-26.3%
APH vs SSNC
-3.0%
-23.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -47.5% |
| 7D | -48.7% | +0.6% | -49.3% | -48.5% |
| 30D | -51.9% | +6.0% | -58.0% | -51.4% |
| 3M | -43.6% | +21.0% | -64.5% | -41.4% |
| 6M | -37.5% | +12.1% | -49.6% | -35.3% |
| YTD | -38.6% | -3.2% | -35.4% | -37.3% |
| 1Y | -26.3% | -4.4% | -22.0% | -22.7% |
| All | -26.3% | -3.0% | -23.3% | -22.7% |
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