+368.8%
INSM vs APA
+169.7%
+199.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.5% | +0.8% | -0.3% | +0.3% |
| 30D | -4.0% | +9.6% | -13.6% | -5.7% |
| 3M | +38.5% | +18.0% | +20.5% | +33.9% |
| 6M | -11.5% | +41.9% | -53.4% | -17.7% |
| YTD | -26.9% | +86.3% | -113.2% | -35.6% |
| 1Y | -12.8% | +97.9% | -110.6% | -24.6% |
| 3Y | +384.7% | +12.8% | +371.9% | +356.3% |
| 5Y | +368.8% | +177.2% | +191.6% | +235.9% |
| All | +368.8% | +169.7% | +199.1% | +235.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling