+157.0%
MKSI vs SSNC
-3.0%
+160.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.4% | +3.8% |
| 7D | +1.8% | +0.6% | +1.1% | +2.1% |
| 30D | -16.8% | +6.0% | -22.8% | -14.5% |
| 3M | -21.1% | +21.0% | -42.1% | -12.5% |
| 6M | +10.8% | +12.1% | -1.2% | +24.1% |
| YTD | +63.3% | -3.2% | +66.6% | +85.5% |
| 1Y | +157.0% | -4.4% | +161.3% | +207.1% |
| All | +157.0% | -3.0% | +160.0% | +207.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling