-26.7%
RIOT vs SSNC
+19.2%
-45.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +0.6% |
| 7D | -1.5% | -4.0% | +2.5% | +2.8% |
| 30D | +5.7% | +0.5% | +5.1% | +4.5% |
| 3M | -17.9% | +18.9% | -36.8% | -36.4% |
| 6M | +45.0% | +10.8% | +34.1% | +20.6% |
| YTD | +69.5% | -7.1% | +76.6% | +74.8% |
| 1Y | +37.2% | -9.6% | +46.8% | +45.8% |
| 3Y | +111.7% | +51.1% | +60.7% | +5.6% |
| All | -26.7% | +19.2% | -45.9% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling