+82.9%
KORU vs MTZ
+773.6%
-690.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.5% | +5.4% | +6.1% |
| 7D | -1.7% | +1.4% | -3.1% | -2.5% |
| 30D | +13.5% | -14.5% | +28.0% | +30.9% |
| 3M | -45.2% | -32.9% | -12.3% | -17.0% |
| 6M | +17.1% | -20.8% | +38.0% | +68.2% |
| YTD | +154.1% | +10.6% | +143.5% | +195.7% |
| 1Y | +375.7% | +27.1% | +348.6% | +405.7% |
| 3Y | +474.0% | +166.1% | +307.9% | +257.0% |
| 5Y | +60.4% | +170.7% | -110.3% | -4.7% |
| All | +82.9% | +773.6% | -690.7% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling