+27.9%
AVAV vs SSNC
+56.7%
-28.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.4% |
| 7D | -2.2% | +0.6% | -2.9% | -2.4% |
| 30D | -13.9% | +6.0% | -20.0% | -15.6% |
| 3M | -29.2% | +21.0% | -50.2% | -33.8% |
| 6M | -36.1% | +12.1% | -48.2% | -38.6% |
| YTD | -40.2% | -3.2% | -37.0% | -39.3% |
| 1Y | -36.2% | -4.4% | -31.8% | -35.2% |
| All | +27.9% | +56.7% | -28.8% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling