+459.6%
APLD vs INCY
+57.4%
+402.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.4% | -4.6% |
| 7D | +9.0% | -2.2% | +11.1% | +9.7% |
| 30D | -6.6% | +3.7% | -10.3% | -7.8% |
| 3M | -35.2% | +22.1% | -57.3% | -40.7% |
| 6M | +0.4% | +29.8% | -29.4% | -10.5% |
| YTD | +10.7% | +27.6% | -16.9% | -0.6% |
| 1Y | +78.6% | +47.2% | +31.3% | +50.5% |
| 3Y | +423.9% | +97.0% | +327.0% | +260.5% |
| All | +459.6% | +57.4% | +402.2% | +370.3% |
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