+40.7%
AMC vs SSNC
-4.9%
+45.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -1.9% | -1.6% |
| 7D | -2.8% | -0.2% | -2.7% | -2.7% |
| 30D | +14.0% | -1.9% | +15.9% | +14.4% |
| 3M | +42.5% | -0.2% | +42.7% | +41.4% |
| 6M | +142.6% | +19.4% | +123.1% | +114.8% |
| YTD | +119.2% | -8.1% | +127.3% | +97.8% |
| 1Y | +40.7% | -5.3% | +46.0% | +22.5% |
| All | +40.7% | -4.9% | +45.6% | +22.5% |
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