-36.0%
ALK vs SSNC
-8.1%
-27.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.7% | -1.8% |
| 7D | +0.1% | -1.8% | +1.9% | +0.7% |
| 30D | -18.5% | +1.9% | -20.4% | -19.0% |
| 3M | -3.6% | +18.4% | -21.9% | -8.8% |
| 6M | -3.7% | +7.0% | -10.6% | -6.1% |
| YTD | -19.0% | -6.9% | -12.1% | -18.9% |
| 1Y | -36.0% | -8.2% | -27.9% | -35.3% |
| All | -36.0% | -8.1% | -27.9% | -35.3% |
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