-36.9%
RKT vs SSNC
-9.9%
-27.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -7.2% | -6.7% | -0.5% | -4.9% |
| 30D | -7.9% | -0.8% | -7.1% | -7.4% |
| 3M | +5.2% | +16.1% | -10.9% | +1.5% |
| 6M | -14.9% | +7.9% | -22.9% | -16.7% |
| YTD | -31.9% | -8.7% | -23.2% | -29.6% |
| 1Y | -36.9% | -9.5% | -27.4% | -37.3% |
| All | -36.9% | -9.9% | -27.0% | -37.3% |
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 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