This pie chart displays the factor exposures of the selected manager product, 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 fund. Chart Elements The center pie shows manager product […]
Factor Exposures vs Peer Group Average
This bar chart compares the manager’s factor exposures to peer group percentiles (Aapryl peer: Global Large High Quality Blend). Bars stack peer rankings; diamonds/dots show manager vs. benchmark. Static selected; reveals relative tilts across the 9 factors. Chart Elements X-axis: Factors (e.g., Growth, Economic Sensitivity, Low Volatility, Defensive, Quality, Value). […]
Stress Test
This bar chart evaluates a manager’s performance—and the benchmark’s—during predefined crisis periods or ones you define yourself, using clone-based attribution to separate style effects from genuine skill when markets are under extreme pressure. The visual pairing of bars makes it easy to see relative resilience at a glance. Chart Elements […]
Manager Skill vs Peer Group
This bar chart displays your manager’s annualized skill return—attributed purely to stock selection and style timing skill—across multiple time horizons, benchmarked against peer percentiles in the style universe (e.g., Global Large High Quality Blend). Each bar stacks peer group performance bands, letting you instantly see where your manager ranks from […]
Optimized Portfolio Composition
The Optimized Portfolio Composition Table is related to the Optimized Portfolio Table as it provides additional information on the portfolio highlighted in the Optimized Portfolio Table. The table provides the managers comprising the portfolio and their weights. It also shows the same statistics that are shown in the Optimized Portfolio […]
Optimized Portfolio Table
The Optimized Portfolio Table shows statistics on the portfolios created by the optimization. The portfolio statistics displayed include Aapryl expected alpha, historical return, long term clone return, standard deviation, information ratio, tracking error, downside tracking error and turnover. The historical statistics are calculated from the start date entered when running […]
Manager Skill vs. Peer Group
The Manager Skill versus the Peer Group chart shows annualized returns for various time periods against the manager’s Aapryl Peer Group. Peer groups are broken into quartiles so that users can visually understand how a manager’s performance compares to that of its peer group.
Manager Skill Comparison (vs Peer Group)
This interactive scatter plot positions your manager (orange dot) against all peers in a specific style universe, such as the Global Large High Quality Blend with 245 funds. It uses two key skill dimensions—stock selection skill and style timing skill—to show relative strengths over a user-selected time horizon. You can […]
Manager Composite Performance
This comprehensive table summarizes a manager’s risk-adjusted performance across time horizons, ranked against peers in a specific style universe (e.g., Global Large High Quality Blend). It contextualizes raw returns with clone attribution, peer percentiles, and universe size for quick relative assessment. Table Elements Column Headers (Time Horizons, left to right): […]
Stress Test
Stress Test Chart Skill Analysis Module · Chart Reference Guide Reading the Stress Test Chart The Stress Test Chart evaluates how a manager performed relative to the benchmark during specific, well-defined historical market crises. Unlike rolling return comparisons that assess performance across all market conditions, stress testing deliberately […]