+483.7%
APLD vs INCY
+55.4%
+428.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.2% | +8.0% |
| 7D | +16.6% | -0.5% | +17.0% | +16.7% |
| 30D | -3.1% | +3.2% | -6.3% | -4.2% |
| 3M | -30.9% | +23.6% | -54.5% | -37.1% |
| 6M | +12.6% | +29.7% | -17.1% | +0.4% |
| YTD | +15.5% | +25.9% | -10.5% | +4.2% |
| 1Y | +103.5% | +43.7% | +59.8% | +73.1% |
| 3Y | +446.5% | +94.4% | +352.1% | +277.8% |
| All | +483.7% | +55.4% | +428.3% | +392.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling