+292.6%
APP vs SSNC
+6.8%
+285.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.6% | +10.6% |
| 7D | +71.2% | -3.3% | +74.5% | +75.6% |
| 30D | +39.1% | -1.3% | +40.3% | +38.6% |
| 3M | +16.5% | -2.3% | +18.9% | +16.9% |
| 6M | -16.6% | +12.6% | -29.2% | -29.6% |
| YTD | -41.9% | -10.1% | -31.8% | -37.5% |
| 1Y | -37.0% | -6.6% | -30.5% | -35.1% |
| 3Y | +892.4% | +54.0% | +838.5% | +451.6% |
| All | +292.6% | +6.8% | +285.8% | +255.8% |
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 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