+386.3%
AVAV vs SSNC
+1,000.8%
-614.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.4% | +12.5% |
| 7D | +3.2% | -4.5% | +7.6% | +5.2% |
| 30D | -7.4% | -3.9% | -3.5% | -6.2% |
| 3M | -32.0% | -1.3% | -30.7% | -32.0% |
| 6M | -24.6% | +14.1% | -38.7% | -29.7% |
| YTD | -47.5% | -9.9% | -37.6% | -46.1% |
| 1Y | -61.5% | -6.2% | -55.3% | -61.1% |
| 3Y | +5.5% | +56.1% | -50.6% | -15.5% |
| 5Y | +35.7% | +5.4% | +30.4% | +26.2% |
| 10Y | +379.1% | +172.3% | +206.8% | +192.1% |
| All | +386.3% | +1,000.8% | -614.5% | +59.3% |
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 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