Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CAPR vs SARO✓SelectedUSD · SAROCAPR vs SARO performance historyLatest closeAs of-3.62%09/08
Stock and ETF performance explorer

CAPR vs SARO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-45.2%
SARO return
-21.1%
Excess return
-24.1%
Maximum drawdown
-89.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSAROExcessAlpha
1D-3.6%-1.4%-2.2%-3.0%
7D-9.5%+1.1%-10.6%-10.0%
30D+121.5%-16.2%+137.7%+141.0%
3M-65.4%-1.3%-64.1%-66.8%
6M-67.5%-15.2%-52.3%-66.3%
YTD-68.6%-14.7%-53.9%-67.8%
1Y+42.7%-9.1%+51.7%+38.7%
All-45.2%-21.1%-24.1%-43.2%

Cumulative growth

Daily Returns

Daily percentage return beside SARO.

Daily Out/Under-Performance

Portfolio return minus SARO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SARO 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 SARO 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