+147.7%
AMKR vs INSM
+392.8%
-245.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.8% | +4.3% |
| 7D | +8.3% | +2.5% | +5.8% | +8.1% |
| 30D | -6.8% | -2.2% | -4.6% | -6.7% |
| 3M | -31.9% | +33.8% | -65.7% | -33.5% |
| 6M | +18.4% | -7.2% | +25.5% | +17.9% |
| YTD | +31.7% | -25.6% | +57.3% | +32.8% |
| 1Y | +105.2% | -11.2% | +116.5% | +104.1% |
| 3Y | +147.7% | +388.3% | -240.6% | +137.1% |
| All | +147.7% | +392.8% | -245.1% | +137.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling