+152.4%
BKR vs SSNC
+1,034.4%
-882.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.3% |
| 7D | -7.0% | -4.0% | -3.0% | -5.3% |
| 30D | -8.1% | +0.5% | -8.6% | -8.5% |
| 3M | -6.6% | +18.9% | -25.5% | -14.4% |
| 6M | +0.9% | +10.8% | -10.0% | -5.2% |
| YTD | +31.1% | -7.1% | +38.2% | +32.7% |
| 1Y | +27.7% | -9.6% | +37.3% | +30.4% |
| 3Y | +71.2% | +51.1% | +20.2% | +36.9% |
| 5Y | +177.6% | +19.7% | +158.0% | +141.3% |
| 10Y | +122.7% | +172.3% | -49.6% | +31.1% |
| All | +152.4% | +1,034.4% | -882.0% | -25.1% |
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