+197.7%
AON vs SSNC
+173.6%
+24.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.3% |
| 7D | -6.3% | -4.0% | -2.3% | -4.9% |
| 30D | -14.1% | +0.5% | -14.6% | -14.3% |
| 3M | -9.5% | +18.9% | -28.4% | -15.2% |
| 6M | -4.0% | +10.8% | -14.8% | -7.9% |
| YTD | -13.8% | -7.1% | -6.7% | -12.2% |
| 1Y | -18.3% | -9.6% | -8.7% | -16.1% |
| 3Y | -7.2% | +51.1% | -58.2% | -21.5% |
| 5Y | +7.3% | +19.7% | -12.3% | -2.5% |
| All | +197.7% | +173.6% | +24.1% | +119.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling