-99.8%
RCAT vs SSNC
+184.2%
-284.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.1% | -8.2% | -8.2% |
| 7D | +15.6% | +1.4% | +14.2% | +14.4% |
| 30D | -24.1% | -2.6% | -21.5% | -23.3% |
| 3M | -61.9% | -0.6% | -61.3% | -62.2% |
| 6M | -64.3% | +19.9% | -84.2% | -69.6% |
| YTD | -50.4% | -8.2% | -42.2% | -49.3% |
| 1Y | -54.0% | -5.5% | -48.5% | -53.9% |
| 3Y | +347.2% | +56.8% | +290.4% | +234.4% |
| 5Y | +45.7% | +7.8% | +37.9% | +36.9% |
| All | -99.8% | +184.2% | -284.0% | -99.8% |
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