+13.0%
APH vs SSNC
-5.7%
+18.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +11.1% | +1.4% | +9.8% | +11.4% |
| 30D | -7.3% | -2.6% | -4.7% | -7.8% |
| 3M | -6.2% | -0.6% | -5.6% | -6.3% |
| 6M | +24.9% | +19.9% | +5.0% | +27.1% |
| YTD | +18.4% | -8.2% | +26.6% | +21.9% |
| 1Y | +13.0% | -5.5% | +18.5% | +14.0% |
| All | +13.0% | -5.7% | +18.7% | +14.0% |
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