+48.8%
AAOI vs INSM
-40.5%
+89.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -1.1% | -19.8% | -20.9% |
| 7D | -40.8% | -2.5% | -38.3% | -40.7% |
| 30D | -64.0% | +3.4% | -67.3% | -63.9% |
| 3M | -63.5% | +9.8% | -73.4% | -63.6% |
| 6M | -74.0% | -22.0% | -52.0% | -73.4% |
| YTD | +34.5% | -37.5% | +72.0% | +34.6% |
| 1Y | +48.8% | -41.8% | +90.6% | +34.3% |
| All | +48.8% | -40.5% | +89.4% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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