Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • APH vs SYY✓SelectedUSD · SYYAPH vs SYY performance historyLatest closeAs of-47.79%09/04
Stock and ETF performance explorer

APH vs SYY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-43.6%
SYY return
+5.8%
Excess return
-49.4%
Maximum drawdown
-53.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioSYYExcessAlpha
1D-47.8%-1.3%-46.5%-47.6%
7D-48.7%-2.9%-45.8%-49.1%
30D-51.9%-4.9%-47.0%-53.0%
3M-43.6%+8.4%-51.9%-35.5%
All-43.6%+5.8%-49.4%-35.5%

Cumulative growth

Daily Returns

Daily percentage return beside SYY.

Daily Out/Under-Performance

Portfolio return minus SYY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SYY 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 3mo: compounded portfolio wealth divided by compounded SYY 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…

3mo analysis · Full analysis span regression · Available span rolling