+90,554.5%
APH vs INCY
+6,660.0%
+83,894.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | +5.0% | +1.9% | +3.0% | +4.6% |
| 30D | -3.9% | +5.8% | -9.7% | -4.7% |
| 3M | +13.0% | +25.2% | -12.2% | +8.9% |
| 6M | +25.2% | +28.2% | -3.1% | +20.0% |
| YTD | +22.9% | +28.3% | -5.4% | +17.8% |
| 1Y | +47.8% | +48.3% | -0.5% | +38.5% |
| 3Y | +283.0% | +95.9% | +187.1% | +239.5% |
| 5Y | +349.7% | +66.6% | +283.1% | +305.7% |
| 10Y | +1,061.2% | +54.5% | +1,006.7% | +918.8% |
| All | +90,554.5% | +6,660.0% | +83,894.5% | +37,381.0% |
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 2026-09-04: 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling