+1,777.9%
APO vs INSM
+1,839.3%
-61.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.3% |
| 7D | +0.1% | +2.8% | -2.7% | -0.2% |
| 30D | +3.9% | -4.7% | +8.6% | +4.3% |
| 3M | +3.8% | +32.6% | -28.9% | +0.3% |
| 6M | +22.3% | -10.9% | +33.2% | +22.0% |
| YTD | -7.8% | -28.2% | +20.4% | -6.3% |
| 1Y | -0.3% | -14.9% | +14.5% | -0.8% |
| 3Y | +57.1% | +375.6% | -318.5% | +25.9% |
| 5Y | +137.0% | +349.1% | -212.1% | +87.5% |
| 10Y | +946.8% | +796.6% | +150.3% | +630.4% |
| All | +1,777.9% | +1,839.3% | -61.4% | +1,065.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling