-55.4%
APP vs CORZ
-41.7%
-13.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -10.4% | +21.1% | +13.5% |
| 7D | +4.5% | -14.9% | +19.5% | +8.7% |
| 30D | -3.6% | -23.1% | +19.5% | +2.5% |
| 3M | -35.3% | -44.1% | +8.8% | -24.9% |
| 6M | -42.8% | -39.5% | -3.3% | -38.8% |
| YTD | -59.7% | -12.4% | -47.3% | -63.0% |
| 1Y | -55.4% | -41.3% | -14.0% | -51.0% |
| All | -55.4% | -41.7% | -13.7% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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