+804.4%
AAOI vs SSNC
+49.3%
+755.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.3% |
| 7D | -0.2% | -4.0% | +3.9% | +1.5% |
| 30D | -23.7% | +0.5% | -24.2% | -24.5% |
| 3M | -39.0% | +18.9% | -57.9% | -46.1% |
| 6M | -17.0% | +10.8% | -27.9% | -24.0% |
| YTD | +202.2% | -7.1% | +209.4% | +232.6% |
| 1Y | +292.4% | -9.6% | +302.0% | +350.6% |
| 3Y | +804.4% | +51.1% | +753.3% | +317.1% |
| All | +804.4% | +49.3% | +755.1% | +317.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling