-99.6%
RCAT vs SSNC
+170.8%
-270.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.2% | +11.2% | +11.2% |
| 7D | +1.1% | -4.5% | +5.6% | +4.4% |
| 30D | -22.0% | -3.9% | -18.1% | -20.5% |
| 3M | -51.1% | -1.3% | -49.8% | -51.3% |
| 6M | -56.6% | +14.1% | -70.8% | -61.8% |
| YTD | -43.3% | -9.9% | -33.4% | -41.3% |
| 1Y | -51.5% | -6.2% | -45.3% | -51.1% |
| 3Y | +411.4% | +56.1% | +355.3% | +282.8% |
| 5Y | +74.4% | +5.4% | +69.0% | +66.3% |
| All | -99.6% | +170.8% | -270.3% | -99.5% |
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