+255.7%
APLD vs INCY
+128.1%
+127.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.1% |
| 7D | -6.3% | +2.3% | -8.6% | -6.5% |
| 30D | -29.6% | +6.7% | -36.2% | -30.1% |
| 3M | -42.6% | -1.0% | -41.6% | -42.5% |
| 6M | -59.6% | +22.1% | -81.6% | -61.0% |
| YTD | -32.0% | +21.8% | -53.8% | -34.3% |
| 1Y | -46.9% | +13.5% | -60.5% | -48.5% |
| 3Y | +255.7% | +129.4% | +126.2% | +268.0% |
| All | +255.7% | +128.1% | +127.5% | +268.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling