-39.3%
APP vs CORZ
-36.8%
-2.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.2% | -6.8% | -4.2% |
| 7D | +61.1% | -7.8% | +68.9% | +63.0% |
| 30D | +42.8% | -14.8% | +57.6% | +47.0% |
| 3M | +16.7% | -32.5% | +49.1% | +27.1% |
| 6M | -15.6% | -42.7% | +27.1% | -5.8% |
| YTD | -41.3% | -9.8% | -31.5% | -47.6% |
| 1Y | -39.3% | -31.9% | -7.3% | -37.6% |
| All | -39.3% | -36.8% | -2.5% | -37.6% |
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