+1,578.0%
APH vs SSNC
+1,082.2%
+495.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.2% | -49.0% | -48.3% |
| 7D | -48.7% | +0.6% | -49.3% | -49.1% |
| 30D | -51.9% | +6.0% | -58.0% | -53.4% |
| 3M | -43.6% | +21.0% | -64.5% | -48.9% |
| 6M | -37.5% | +12.1% | -49.6% | -41.6% |
| YTD | -38.6% | -3.2% | -35.4% | -39.3% |
| 1Y | -26.3% | -4.4% | -22.0% | -27.0% |
| 3Y | +89.2% | +51.6% | +37.6% | +52.0% |
| 5Y | +119.8% | +21.1% | +98.7% | +93.1% |
| 10Y | +454.3% | +177.7% | +276.6% | +240.9% |
| All | +1,578.0% | +1,082.2% | +495.8% | +450.8% |
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