This chart shows the results from a portfolio optimization. The pink circle shows the current or chosen portfolio, while the blue circles show various efficient portfolios based on the criteria selected. The system allows users to both optimize and display results based on various criteria including risk, return, and predicted […]
Cyclical Manager Positioning
Demonstrates the market cycle positioning analysis for a manager product in a prioritized manner by showing dominant and recent market cycles.
Aapryl Skill Components (Percentile Rank vs Peer Group)
This chart decomposes manager skill into distinct components over time, showing how value is added beyond raw returns. Use it to evaluate persistence, key drivers like stock selection or timing, and alignment with market flows. Chart Elements Lines: Track six skill components—Stock Selection Edge (magnitude of outperformance from security picks), […]
Custom Reporting
Found in the Reporting Center, Custom Reporting allows you to build a custom report by selecting charts and graphs displayed throughout the platform as well as customize data points. Enter the reporting center by clicking the Reporting Center tab in the portal navigation bar. Click on the (+) symbol in […]
Upload Manager Product(s)
Found in the “Custom Data” feature, this process gives you the ability to upload one or more manager products into Aapryl’s platform for further analysis. Download the template Click on “Upload Manager Product(s)”; this will bring you into a three-step uploading process. Aapryl provides a downloadable customized template at the […]
Manager Dashboard
Welcome: Below in figure 1 is the common view of the Manager Selection Dashboard. Here, you can customize the specific data points and charts that you deem important for each manager product that you analyze. Select a Manager: When searching for a product, simply type in the firm name, ticker […]
Add a Fund to Your Portfolio
Optimized Fund Diversification: How to add additional funds After running your Optimization, and viewing the Cyclical Manager Position chart, you may want to add additional funds to your portfolios for diversification across additional economic cycles. Click the red box within the economic cycle where you would like to add an […]
Standard Statistical Measures
This dual-panel line chart tracks key risk-adjusted metrics over rolling periods (e.g., 36 months), helping you evaluate consistency of manager performance relative to the benchmark. Switch dropdowns to compare metrics like Information Ratio vs. Tracking Error, revealing trade-offs between return and risk. Chart Elements Common Structure (both panels identical layout): […]
Factor Composition of Benchmark
This pie chart displays the factor exposures of the selected benchmark (e.g., MSCI World), using static (full history) or dynamic (recent 36 months) clone methodology. Toggle between factor, distinct, cap size, or region views to analyze exposures across available factors depending on the benchmark. Chart Elements The center pie shows […]
Style Analysis Over Time
This Aapryl style box tracks the manager’s style evolution from Oct 2014-12/2025. X-axis classifies from Value (left) to Growth (right); Y-axis from Cyclical/Aggressive (bottom) to Defensive (top). Larger/darker circles indicate more recent periods, revealing drifts. Chart Elements X-axis labels: Low Value (left), High Value, Relative Value, GARP, Aggressive Growth, High […]