+426.7%
KORU vs MTZ
+151.6%
+275.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.5% | -9.0% | -8.8% |
| 7D | +2.3% | 0.0% | +2.4% | +2.8% |
| 30D | +20.0% | -14.8% | +34.8% | +44.7% |
| 3M | -32.7% | -30.8% | -1.9% | +10.8% |
| 6M | +13.3% | -22.6% | +36.0% | +83.4% |
| YTD | +133.2% | +6.8% | +126.4% | +210.0% |
| 1Y | +357.3% | +22.1% | +335.1% | +461.1% |
| All | +426.7% | +151.6% | +275.2% | +422.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling