+194.7%
RBA vs SSNC
+162.7%
+32.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.1% |
| 7D | -1.9% | -3.9% | +2.0% | -0.4% |
| 30D | -13.0% | -0.2% | -12.8% | -13.0% |
| 3M | -23.1% | +15.9% | -39.0% | -27.5% |
| 6M | -22.6% | +7.5% | -30.0% | -25.1% |
| YTD | -20.4% | -8.2% | -12.2% | -18.4% |
| 1Y | -29.6% | -9.3% | -20.2% | -27.6% |
| 3Y | +26.6% | +48.5% | -21.9% | +7.2% |
| 5Y | +38.2% | +16.0% | +22.2% | +26.5% |
| 10Y | +194.7% | +169.2% | +25.6% | +109.6% |
| All | +194.7% | +162.7% | +32.1% | +109.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling