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  • IGV vs KORU✓SelectedUSD · KORUIGV vs KORU performance historyLatest closeAs of-1.83%09/08
Stock and ETF performance explorer

IGV vs KORU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+666.7%
KORU return
+35.0%
Excess return
+631.7%
Maximum drawdown
-45.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioKORUExcessAlpha
1D-1.8%+1.6%-3.4%-2.0%
7D-3.3%+24.3%-27.6%-6.4%
30D0.0%+37.3%-37.4%-5.7%
3M+7.3%-32.8%+40.1%+4.0%
6M+16.7%+36.9%-20.2%-9.4%
YTD-2.8%+162.6%-165.5%-35.9%
1Y-6.7%+467.0%-473.7%-47.9%
3Y+41.1%+522.4%-481.2%-28.8%
5Y+22.0%+57.9%-35.9%-26.2%
10Y+357.9%+70.8%+287.2%+124.9%
All+666.7%+35.0%+631.7%+257.8%

Cumulative growth

Daily Returns

Daily percentage return beside KORU.

Daily Out/Under-Performance

Portfolio return minus KORU return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × KORU 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 KORU 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