+482.2%
KORU vs MTZ
+30.9%
+451.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.1% | +11.3% | +9.8% |
| 7D | +13.0% | -1.6% | +14.6% | +16.4% |
| 30D | +27.3% | -11.1% | +38.4% | +59.2% |
| 3M | -55.3% | -36.7% | -18.6% | +14.1% |
| 6M | +11.6% | -21.9% | +33.5% | +123.0% |
| YTD | +158.5% | +9.1% | +149.4% | +281.8% |
| 1Y | +482.2% | +30.0% | +452.2% | +691.4% |
| All | +482.2% | +30.9% | +451.3% | +691.4% |
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