-59.6%
ACHR vs SSNC
+18.8%
-78.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.1% | -7.1% |
| 7D | -9.2% | +2.3% | -11.5% | -10.9% |
| 30D | -1.0% | -3.1% | +2.1% | +0.5% |
| 3M | -42.2% | -2.7% | -39.4% | -41.6% |
| 6M | -38.2% | +23.7% | -61.9% | -51.1% |
| YTD | -46.4% | -8.0% | -38.4% | -44.2% |
| 1Y | -49.4% | -4.7% | -44.7% | -49.0% |
| 3Y | -22.5% | +58.0% | -80.5% | -50.5% |
| 5Y | -29.8% | +8.0% | -37.8% | -42.7% |
| All | -59.6% | +18.8% | -78.4% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling