-23.6%
RKT vs INCY
+27.2%
-50.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.1% |
| 7D | +6.0% | -0.5% | +6.5% | +6.2% |
| 30D | +0.7% | +3.2% | -2.5% | -0.4% |
| 3M | +11.8% | +23.6% | -11.8% | +3.7% |
| 6M | -7.6% | +29.7% | -37.3% | -15.9% |
| YTD | -28.7% | +25.9% | -54.6% | -34.7% |
| 1Y | -32.6% | +43.7% | -76.3% | -41.3% |
| 3Y | +42.1% | +94.4% | -52.3% | +7.1% |
| 5Y | -7.2% | +68.0% | -75.1% | -26.8% |
| All | -23.6% | +27.2% | -50.8% | -33.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling