+1,659.1%
APO vs INSM
+1,781.4%
-122.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +1.5% |
| 7D | +5.8% | +5.9% | -0.1% | +5.2% |
| 30D | +8.9% | +23.9% | -15.0% | +6.7% |
| 3M | -13.6% | -4.1% | -9.6% | -13.5% |
| 6M | -5.4% | +2.7% | -8.1% | -6.5% |
| YTD | -13.6% | -30.4% | +16.7% | -12.1% |
| 1Y | -2.5% | -36.6% | +34.1% | -0.1% |
| 3Y | +50.9% | +406.9% | -356.1% | +20.0% |
| 5Y | +81.4% | +280.3% | -198.9% | +45.8% |
| 10Y | +843.9% | +738.5% | +105.4% | +563.6% |
| All | +1,659.1% | +1,781.4% | -122.3% | +993.4% |
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