-20.1%
RKT vs SSNC
-5.1%
-15.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -9.0% | +2.3% | -11.3% | -9.7% |
| 30D | +30.2% | -3.1% | +33.3% | +31.4% |
| 3M | -8.8% | -2.7% | -6.1% | -8.2% |
| 6M | -0.9% | +23.7% | -24.6% | -4.8% |
| YTD | -29.2% | -8.0% | -21.2% | -29.3% |
| 1Y | -20.1% | -4.7% | -15.4% | -24.2% |
| All | -20.1% | -5.1% | -15.0% | -24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling