+355.9%
APH vs HIMS
+237.9%
+118.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +5.0% | -3.9% | +8.9% | +5.4% |
| 30D | -3.9% | -12.4% | +8.6% | -2.8% |
| 3M | +13.0% | -1.1% | +14.0% | +12.1% |
| 6M | +25.2% | +68.4% | -43.3% | +15.2% |
| YTD | +22.9% | -14.7% | +37.6% | +21.5% |
| 1Y | +47.8% | -42.4% | +90.2% | +51.5% |
| 3Y | +283.0% | +304.5% | -21.5% | +174.4% |
| All | +355.9% | +237.9% | +118.0% | +205.8% |
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