+59.4%
KEEL vs SSNC
+9.8%
+49.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +5.1% |
| 7D | +2.9% | -4.0% | +6.9% | -0.4% |
| 30D | +0.8% | +0.5% | +0.3% | +1.6% |
| 3M | -35.3% | +18.9% | -54.3% | -24.4% |
| 6M | +59.4% | +10.8% | +48.5% | +98.3% |
| All | +59.4% | +9.8% | +49.6% | +98.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling