+285.2%
APH vs SSNC
+7.5%
+277.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +4.9% | +2.3% | +2.6% | +3.9% |
| 30D | -5.4% | -3.1% | -2.3% | -4.7% |
| 3M | -5.5% | -2.7% | -2.7% | -5.2% |
| 6M | +25.9% | +23.7% | +2.2% | +11.1% |
| YTD | +16.4% | -8.0% | +24.4% | +19.5% |
| 1Y | +16.5% | -4.7% | +21.2% | +17.1% |
| 3Y | +270.9% | +58.0% | +212.9% | +168.0% |
| All | +285.2% | +7.5% | +277.7% | +257.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling