+4,222.1%
INSM vs APTV
+173.4%
+4,048.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.7% | +5.8% | +4.2% |
| 7D | +1.7% | -1.2% | +2.9% | +2.0% |
| 30D | -4.4% | -10.6% | +6.2% | -0.3% |
| 3M | +30.0% | -35.0% | +65.1% | +52.0% |
| 6M | -10.0% | -38.9% | +28.9% | +6.2% |
| YTD | -26.0% | -41.5% | +15.5% | -12.0% |
| 1Y | -12.5% | -45.8% | +33.3% | +6.5% |
| 3Y | +390.5% | -55.7% | +446.2% | +518.2% |
| 5Y | +357.7% | -70.1% | +427.8% | +558.5% |
| 10Y | +877.2% | -19.1% | +896.3% | +674.8% |
| All | +4,222.1% | +173.4% | +4,048.7% | +1,554.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling