+51.2%
APO vs INSM
+384.7%
-333.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -2.3% |
| 7D | -4.9% | +0.5% | -5.4% | -4.9% |
| 30D | -8.4% | -4.0% | -4.4% | -8.3% |
| 3M | -2.1% | +38.5% | -40.6% | -3.3% |
| 6M | +19.2% | -11.5% | +30.8% | +19.3% |
| YTD | -10.5% | -26.9% | +16.3% | -9.9% |
| 1Y | -2.7% | -12.8% | +10.1% | -2.9% |
| All | +51.2% | +384.7% | -333.5% | +47.8% |
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 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