+46.2%
RBRK vs SSNC
-7.3%
+53.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -1.6% | -9.6% | -10.3% |
| 7D | -20.9% | -2.8% | -18.0% | -19.6% |
| 30D | -15.9% | +0.4% | -16.4% | -18.0% |
| 3M | +24.7% | -0.7% | +25.4% | +23.1% |
| 6M | +85.1% | +13.9% | +71.2% | +66.2% |
| YTD | +38.3% | -9.4% | +47.7% | +40.5% |
| 1Y | +46.2% | -7.4% | +53.5% | +46.4% |
| All | +46.2% | -7.3% | +53.5% | +46.4% |
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