-39.8%
INSM vs APA
+107.6%
-147.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.9% | +12.2% | +6.1% |
| 7D | +13.4% | -13.0% | +26.4% | +15.3% |
| 30D | +5.9% | +2.0% | +4.0% | +5.4% |
| 3M | +11.4% | +24.9% | -13.5% | +6.5% |
| 6M | -21.4% | +7.2% | -28.6% | -24.7% |
| YTD | -36.8% | +87.1% | -123.9% | -40.0% |
| 1Y | -39.8% | +107.2% | -147.0% | -41.5% |
| All | -39.8% | +107.6% | -147.4% | -41.5% |
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