+22.5%
KORU vs MTZ
-14.7%
+37.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -15.4% | +10.1% | +19.7% |
| 7D | -24.3% | -7.4% | -16.9% | -20.3% |
| 30D | -54.2% | -23.6% | -30.6% | -31.2% |
| 3M | -45.4% | -38.3% | -7.1% | +23.0% |
| 6M | -66.5% | -60.6% | -5.9% | +100.2% |
| YTD | +14.9% | -22.9% | +37.8% | +172.9% |
| 1Y | +22.5% | -14.3% | +36.8% | +158.0% |
| All | +22.5% | -14.7% | +37.2% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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