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Correlation Analysis

Alphabet Inc. Class C Capital Stock vs Applovin Corporation Class A Common Stock

GOOG vs APP

+0.886

Very strong positive

When one moves up, the other tends to follow.

GOOG logo

Alphabet Inc. Class C Capital Stock

GOOG

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google's subscription services (YouTube TV and YouTube Music, among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google's cloud computing platform accounts for roughly 10% of Alphabet's revenue. The firm's investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.

Market cap 3.6T · 190,820 employees

APP logo

Applovin Corporation Class A Common Stock

APP

AppLovin is a vertically integrated advertising technology company that acts as a demand-side platform for advertisers, a supply-side platform for publishers, and an exchange facilitating transactions between the two. About 80% of AppLovin's revenue comes from the DSP, AppDiscovery, while the remainder comes from the SSP, Max. AppLovin's primary tool for future growth is AXON 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.

Market cap 139.2B · 898 employees

Apr 15, 2021 — Apr 7, 2026Daily1,250 data pointsStockStockTechnology

Time Series

Relative Performance

Green: GOOGGray: APP36 of 1,250 points (sampled)

Who Moves First

APP leads GOOG by 6 days

APP tends to move before GOOG.

After testing 13 timing shifts, the strongest relationship was +0.892 (they moved in the same direction).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.666

17 periods · Return correlation when both series rose

Both Falling

+0.268

10 periods · Return correlation when both series fell

Diverging

-0.311

8 periods · Return correlation when series moved apart

R-Squared

78.5%

Share of variance in one series explained by the other.

Trend Agreement

66.3%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,250

Deep shared window — 1,250 usable pairs.

Significance

p < 0.001

95% CI: [0.874, 0.898]

Scatter

XY Regression

65.3100150200250300329.6-480200400600792Alphabet Inc. Class C Capital StockApplovin Corporation Class A Common StockData pointsFit (r = 0.886)

Pipeline

Data quality details

Pipeline Summary

1,250 paired data points survived the daily window.

Raw input

1,254

1,250

Normalized

1,254

1,250

Prepared

1,254

1,250

Aligned

1,250

1,250

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

4

A: 4 / B: 0

Series A

GOOG logo

Alphabet Inc. Class C Capital Stock

GOOG

Market cap 3.6T · 190,820 employees

Stock · 1,254 raw → 1,254 prepared

Series B

APP logo

Applovin Corporation Class A Common Stock

APP

Market cap 139.2B · 898 employees

Stock · 1,250 raw → 1,250 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

1

Estimated crossover points between normalized spreads.

Slope

2.9076

Linear regression slope.

Intercept

-299.9531

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 5 hours ago · ID: stock-goog-vs-stock-app-daily-20260408-rm4k6y