+1,512.2%
AEP vs INCY
+6,534.7%
-5,022.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.8% |
| 7D | +2.0% | -0.5% | +2.5% | +2.0% |
| 30D | +0.5% | +3.2% | -2.7% | +0.3% |
| 3M | -0.3% | +23.6% | -23.9% | -1.5% |
| 6M | -3.5% | +29.7% | -33.1% | -5.0% |
| YTD | +11.3% | +25.9% | -14.7% | +9.6% |
| 1Y | +20.2% | +43.7% | -23.5% | +17.5% |
| 3Y | +79.8% | +94.4% | -14.7% | +71.9% |
| 5Y | +65.6% | +68.0% | -2.4% | +59.1% |
| 10Y | +169.3% | +52.5% | +116.8% | +155.6% |
| All | +1,512.2% | +6,534.7% | -5,022.5% | +1,095.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling