+149.1%
ARMK vs SSNC
+18.8%
+130.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.8% | +5.2% | +3.2% |
| 7D | +1.7% | -1.8% | +3.5% | +2.5% |
| 30D | +3.1% | +1.9% | +1.2% | +2.0% |
| 3M | +9.2% | +18.4% | -9.2% | -0.5% |
| 6M | +43.7% | +7.0% | +36.7% | +37.6% |
| YTD | +57.4% | -6.9% | +64.3% | +62.2% |
| 1Y | +51.9% | -8.2% | +60.0% | +57.4% |
| 3Y | +125.4% | +50.5% | +74.9% | +70.5% |
| 5Y | +149.1% | +17.4% | +131.7% | +122.3% |
| All | +149.1% | +18.8% | +130.3% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling