+640.2%
APP vs CORZ
+222.3%
+417.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.3% | +2.2% |
| 7D | +0.9% | +8.4% | -7.5% | -1.6% |
| 30D | -23.3% | -17.8% | -5.5% | -18.9% |
| 3M | -42.6% | -35.9% | -6.7% | -36.0% |
| 6M | -33.6% | +12.9% | -46.5% | -39.2% |
| YTD | -52.4% | +22.9% | -75.3% | -57.4% |
| 1Y | -35.9% | +31.4% | -67.2% | -44.4% |
| All | +640.2% | +222.3% | +417.8% | +376.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling