+16.6%
KORU vs MTCH
+259.7%
-243.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.9% | -13.5% | -13.0% |
| 7D | +2.3% | -1.4% | +3.8% | +2.9% |
| 30D | +20.0% | +13.6% | +6.4% | +11.1% |
| 3M | -32.7% | +22.4% | -55.1% | -41.1% |
| 6M | +13.3% | +37.2% | -23.9% | -4.4% |
| YTD | +133.2% | +31.8% | +101.4% | +99.2% |
| 1Y | +357.3% | +12.9% | +344.4% | +322.8% |
| 3Y | +452.7% | -1.1% | +453.8% | +420.4% |
| 5Y | +47.2% | -73.5% | +120.7% | +154.0% |
| 10Y | +67.6% | +200.7% | -133.1% | +5.2% |
| All | +16.6% | +259.7% | -243.0% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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