+816.6%
RIOT vs SSNC
+182.2%
+634.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | +0.3% |
| 7D | +18.4% | -3.9% | +22.3% | +22.5% |
| 30D | +13.8% | -0.2% | +13.9% | +13.5% |
| 3M | -12.7% | +15.9% | -28.7% | -26.5% |
| 6M | +50.1% | +7.5% | +42.7% | +33.9% |
| YTD | +74.2% | -8.2% | +82.4% | +77.4% |
| 1Y | +45.1% | -9.3% | +54.4% | +48.7% |
| 3Y | +101.6% | +48.5% | +53.1% | +36.0% |
| 5Y | -29.6% | +16.0% | -45.6% | -38.0% |
| 10Y | +528.1% | +169.2% | +359.0% | +334.3% |
| All | +816.6% | +182.2% | +634.4% | +482.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling