+955.2%
APH vs INCY
+14.6%
+940.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.7% |
| 7D | -5.0% | +2.3% | -7.3% | -5.4% |
| 30D | -8.4% | +6.7% | -15.0% | -9.5% |
| 3M | -4.5% | -1.0% | -3.5% | -4.6% |
| 6M | +25.3% | +22.1% | +3.2% | +19.4% |
| YTD | +18.9% | +21.8% | -2.9% | +13.2% |
| 1Y | +11.9% | +13.5% | -1.6% | +8.0% |
| 3Y | +278.0% | +129.4% | +148.6% | +209.7% |
| 5Y | +306.4% | +84.0% | +222.5% | +247.5% |
| 10Y | +955.2% | +14.9% | +940.3% | +807.0% |
| All | +955.2% | +14.6% | +940.6% | +807.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling