-11.4%
INSM vs APA
+94.6%
-106.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.1% |
| 7D | +6.5% | +0.5% | +6.0% | +6.5% |
| 30D | +27.5% | +23.4% | +4.1% | +24.5% |
| 3M | +20.4% | +12.7% | +7.7% | +17.8% |
| 6M | -15.7% | +39.4% | -55.2% | -16.7% |
| YTD | -27.4% | +79.0% | -106.4% | -27.6% |
| 1Y | -11.4% | +88.8% | -100.2% | -10.2% |
| All | -11.4% | +94.6% | -106.0% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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