-39.8%
INSM vs AFRM
+8.5%
-48.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.0% | +0.3% | +5.1% |
| 7D | +13.4% | +3.1% | +10.3% | +13.2% |
| 30D | +5.9% | +1.1% | +4.8% | +5.8% |
| 3M | +11.4% | -3.2% | +14.6% | +11.3% |
| 6M | -21.4% | +12.7% | -34.1% | -22.8% |
| YTD | -36.8% | +1.6% | -38.4% | -39.4% |
| 1Y | -39.8% | +5.9% | -45.7% | -42.4% |
| All | -39.8% | +8.5% | -48.4% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 1y: compounded portfolio wealth divided by compounded AFRM 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…
1y analysis · Full analysis span regression · 6 months rolling