-43.0%
APP vs SSNC
-8.1%
-34.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.2% | -0.8% |
| 7D | +0.1% | -1.8% | +1.9% | +0.9% |
| 30D | -10.0% | +1.9% | -11.9% | -11.0% |
| 3M | -44.6% | +18.4% | -63.0% | -49.9% |
| 6M | -37.9% | +7.0% | -44.8% | -39.0% |
| YTD | -53.7% | -6.9% | -46.8% | -52.6% |
| 1Y | -43.0% | -8.2% | -34.8% | -35.5% |
| All | -43.0% | -8.1% | -34.8% | -35.5% |
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