-11.4%
INSM vs KEY
+21.3%
-32.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | +6.5% | +2.2% | +4.3% | +6.3% |
| 30D | +27.5% | -3.0% | +30.6% | +27.6% |
| 3M | +20.4% | +3.3% | +17.0% | +18.2% |
| 6M | -15.7% | +9.2% | -24.9% | -17.8% |
| YTD | -27.4% | +10.6% | -38.1% | -28.9% |
| 1Y | -11.4% | +20.4% | -31.8% | -15.5% |
| All | -11.4% | +21.3% | -32.7% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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