-97.7%
AMC vs SSNC
+336.4%
-434.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +2.4% |
| 7D | +2.6% | -3.3% | +5.9% | +4.5% |
| 30D | +9.0% | -1.3% | +10.3% | +9.4% |
| 3M | +22.2% | -2.3% | +24.5% | +23.1% |
| 6M | +91.5% | +12.6% | +78.8% | +77.8% |
| YTD | +101.3% | -10.1% | +111.4% | +110.0% |
| 1Y | +20.8% | -6.6% | +27.3% | +23.4% |
| 3Y | -71.3% | +54.0% | -125.3% | -78.0% |
| 5Y | -99.2% | +7.0% | -106.2% | -99.3% |
| 10Y | -98.7% | +176.7% | -275.4% | -99.2% |
| All | -97.7% | +336.4% | -434.0% | -98.8% |
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