+130.3%
ARMK vs SSNC
+184.2%
-53.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +7.1% | +1.4% | +5.8% | +6.3% |
| 30D | -1.6% | -2.6% | +1.0% | -0.7% |
| 3M | -10.5% | -0.6% | -9.9% | -11.0% |
| 6M | +11.8% | +19.9% | -8.1% | -1.8% |
| YTD | +47.3% | -8.2% | +55.4% | +50.6% |
| 1Y | +41.5% | -5.5% | +47.0% | +42.1% |
| 3Y | +95.3% | +56.8% | +38.5% | +39.2% |
| 5Y | +108.1% | +7.8% | +100.4% | +86.1% |
| All | +130.3% | +184.2% | -53.8% | +45.8% |
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 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