+51.8%
APLD vs INCY
+43.7%
+8.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.7% |
| 7D | -0.5% | -3.7% | +3.2% | +0.1% |
| 30D | -13.2% | +1.8% | -15.0% | -13.3% |
| 3M | -33.8% | +17.0% | -50.7% | -36.4% |
| 6M | -5.9% | +28.4% | -34.3% | -13.7% |
| YTD | +5.1% | +24.8% | -19.7% | -1.6% |
| 1Y | +51.8% | +42.9% | +8.9% | +67.9% |
| All | +51.8% | +43.7% | +8.1% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling