Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • META vs KORU✓SelectedUSD · KORUMETA vs KORU performance historyLatest closeAs of-0.53%09/08
Stock and ETF performance explorer

META vs KORU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-18.2%
KORU return
+473.6%
Excess return
-491.8%
Maximum drawdown
-32.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioKORUExcessAlpha
1D-0.5%+1.6%-2.1%-0.6%
7D+6.0%+24.3%-18.3%+5.2%
30D+3.6%+37.3%-33.7%+2.3%
3M+4.9%-32.8%+37.7%+4.7%
6M-4.7%+36.9%-41.6%-15.6%
YTD-6.9%+162.6%-169.5%-23.4%
1Y-18.2%+467.0%-485.2%-36.5%
All-18.2%+473.6%-491.8%-36.5%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling