+386.0%
INSM vs APA
+12.6%
+373.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.0% | +0.2% | +2.6% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | -4.4% | +9.3% | -13.7% | -5.9% |
| 3M | +30.0% | +23.3% | +6.7% | +25.0% |
| 6M | -10.0% | +39.5% | -49.5% | -15.3% |
| YTD | -26.0% | +87.6% | -113.6% | -33.8% |
| 1Y | -12.5% | +114.2% | -126.7% | -24.2% |
| All | +386.0% | +12.6% | +373.4% | +370.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling