+207.9%
HIMS vs APA
+177.1%
+30.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -3.9% | -1.5% |
| 7D | -2.7% | +0.3% | -3.0% | -2.8% |
| 30D | -12.2% | +9.3% | -21.5% | -13.7% |
| 3M | -3.7% | +23.3% | -27.1% | -8.6% |
| 6M | +25.9% | +39.5% | -13.6% | +13.7% |
| YTD | -14.1% | +87.6% | -101.7% | -29.1% |
| 1Y | -41.6% | +114.2% | -155.9% | -54.2% |
| 3Y | +327.3% | +13.6% | +313.7% | +274.3% |
| 5Y | +207.9% | +175.6% | +32.4% | +88.8% |
| All | +207.9% | +177.1% | +30.9% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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