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  • KORU vs GEN✓SelectedUSD · GENKORU vs GEN performance historyLatest closeAs of+13.44%09/04
Stock and ETF performance explorer

KORU vs GEN

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-55.3%
GEN return
+14.1%
Excess return
-69.4%
Maximum drawdown
-77.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3mo.

Portfolio and benchmark returns by period
PeriodPortfolioGENExcessAlpha
1D+13.4%-2.2%+15.6%+9.6%
7D+13.0%-1.2%+14.2%+9.7%
30D+27.3%+10.1%+17.1%+55.5%
3M-55.3%+16.1%-71.4%-31.3%
All-55.3%+14.1%-69.4%-31.3%

Cumulative growth

Daily Returns

Daily percentage return beside GEN.

Daily Out/Under-Performance

Portfolio return minus GEN return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × GEN 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 GEN 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