-98.5%
RCAT vs SSNC
+162.7%
-261.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.4% | -5.1% | -5.6% |
| 7D | -2.3% | -3.9% | +1.6% | +0.3% |
| 30D | -18.7% | -0.2% | -18.5% | -18.8% |
| 3M | -29.3% | +15.9% | -45.2% | -37.7% |
| 6M | -42.3% | +7.5% | -49.8% | -46.5% |
| YTD | +2.5% | -8.2% | +10.7% | +5.8% |
| 1Y | -5.7% | -9.3% | +3.7% | -1.2% |
| 3Y | +764.9% | +48.5% | +716.4% | +570.7% |
| 5Y | +182.3% | +16.0% | +166.3% | +156.4% |
| 10Y | -98.5% | +169.2% | -267.7% | -98.7% |
| All | -98.5% | +162.7% | -261.2% | -98.7% |
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