+846.7%
APP vs CORZ
+129.2%
+717.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +8.2% | -3.4% | +2.5% |
| 7D | +79.2% | +1.7% | +77.4% | +75.6% |
| 30D | +48.0% | -17.5% | +65.4% | +53.8% |
| 3M | +18.2% | -39.5% | +57.7% | +33.1% |
| 6M | -12.5% | -44.5% | +32.0% | -1.1% |
| YTD | -39.2% | -12.6% | -26.5% | -41.1% |
| 1Y | -33.9% | -37.0% | +3.1% | -29.7% |
| All | +846.7% | +129.2% | +717.5% | +558.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling