+957.8%
AAOI vs INSM
+770.9%
+187.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.8% |
| 7D | -0.2% | +2.5% | -2.6% | -0.5% |
| 30D | -23.7% | -2.2% | -21.5% | -23.5% |
| 3M | -39.0% | +33.8% | -72.8% | -42.0% |
| 6M | -17.0% | -7.2% | -9.9% | -17.7% |
| YTD | +202.2% | -25.6% | +227.9% | +208.7% |
| 1Y | +292.4% | -11.2% | +303.6% | +289.0% |
| 3Y | +804.4% | +388.3% | +416.0% | +575.3% |
| 5Y | +1,318.0% | +376.6% | +941.4% | +938.4% |
| 10Y | +436.7% | +881.9% | -445.1% | +232.2% |
| All | +957.8% | +770.9% | +187.0% | +564.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling