+217.3%
RRX vs SSNC
+173.6%
+43.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +2.7% |
| 7D | -0.3% | -4.0% | +3.7% | +2.0% |
| 30D | -6.1% | +0.5% | -6.7% | -6.6% |
| 3M | -23.1% | +18.9% | -42.0% | -31.3% |
| 6M | -19.5% | +10.8% | -30.4% | -25.7% |
| YTD | +16.1% | -7.1% | +23.2% | +18.3% |
| 1Y | +12.9% | -9.6% | +22.5% | +16.8% |
| 3Y | +7.9% | +51.1% | -43.1% | -17.6% |
| 5Y | +19.1% | +19.7% | -0.6% | +3.0% |
| All | +217.3% | +173.6% | +43.8% | +94.6% |
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