+282.2%
APH vs HIMS
+211.8%
+70.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.1% | -3.9% | +3.2% |
| 7D | -5.9% | -6.1% | +0.1% | -5.3% |
| 30D | -14.8% | -12.0% | -2.8% | -13.7% |
| 3M | -12.4% | -12.3% | -0.1% | -11.6% |
| 6M | +8.1% | -3.3% | +11.3% | +6.7% |
| YTD | +10.9% | -19.9% | +30.9% | +10.2% |
| 1Y | +8.8% | -37.4% | +46.1% | +10.9% |
| 3Y | +262.1% | +314.0% | -51.9% | +156.1% |
| All | +282.2% | +211.8% | +70.4% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 HIMS 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