-57.8%
RCAT vs SSNC
-3.9%
-53.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -1.6% | -8.7% | -10.2% |
| 7D | -18.5% | -1.1% | -17.4% | -18.4% |
| 30D | -37.0% | +0.6% | -37.6% | -37.4% |
| 3M | -54.9% | -1.5% | -53.4% | -55.0% |
| 6M | -63.6% | +15.8% | -79.5% | -64.6% |
| YTD | -49.6% | -8.0% | -41.6% | -39.2% |
| 1Y | -57.8% | -5.8% | -52.0% | -52.3% |
| All | -57.8% | -3.9% | -53.9% | -52.3% |
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 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