-55.4%
APP vs SSNC
-3.9%
-51.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -1.6% | +12.3% | +11.4% |
| 7D | +4.5% | -1.1% | +5.7% | +5.0% |
| 30D | -3.6% | +0.6% | -4.2% | -4.6% |
| 3M | -35.3% | -1.5% | -33.8% | -35.4% |
| 6M | -42.8% | +15.8% | -58.6% | -47.9% |
| YTD | -59.7% | -8.0% | -51.7% | -58.6% |
| 1Y | -55.4% | -5.8% | -49.5% | -55.0% |
| All | -55.4% | -3.9% | -51.4% | -55.0% |
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