+137.6%
APO vs INSM
+358.0%
-220.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.8% | -0.9% |
| 7D | -1.0% | +1.7% | -2.7% | -1.1% |
| 30D | -0.4% | -4.4% | +4.0% | -0.1% |
| 3M | -0.9% | +30.0% | -30.9% | -3.6% |
| 6M | +22.1% | -10.0% | +32.2% | +21.9% |
| YTD | -8.4% | -26.0% | +17.6% | -7.0% |
| 1Y | -0.9% | -12.5% | +11.6% | -1.6% |
| 3Y | +56.1% | +390.5% | -334.3% | +29.8% |
| All | +137.6% | +358.0% | -220.4% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling