-11.4%
INSM vs APTV
-39.9%
+28.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.3% |
| 7D | +6.5% | +4.8% | +1.7% | +6.6% |
| 30D | +27.5% | +2.0% | +25.5% | +27.7% |
| 3M | +20.4% | -34.2% | +54.6% | +20.7% |
| 6M | -15.7% | -34.7% | +18.9% | -15.8% |
| YTD | -27.4% | -37.0% | +9.5% | -27.1% |
| 1Y | -11.4% | -40.4% | +29.0% | -18.7% |
| All | -11.4% | -39.9% | +28.5% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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