-33.1%
ALK vs SSNC
-3.0%
-30.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | -19.2% | +6.0% | -25.3% | -20.9% |
| 3M | -1.5% | +21.0% | -22.5% | -7.5% |
| 6M | -13.1% | +12.1% | -25.1% | -16.6% |
| YTD | -16.4% | -3.2% | -13.2% | -17.4% |
| 1Y | -33.1% | -4.4% | -28.7% | -33.0% |
| All | -33.1% | -3.0% | -30.1% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling