+182.8%
HIMS vs APA
+112.5%
+70.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.1% |
| 7D | -3.9% | +0.5% | -4.5% | -4.0% |
| 30D | -12.4% | +23.4% | -35.8% | -14.2% |
| 3M | -1.1% | +12.7% | -13.8% | -2.6% |
| 6M | +68.4% | +39.4% | +29.0% | +60.9% |
| YTD | -14.7% | +79.0% | -93.6% | -21.1% |
| 1Y | -42.4% | +88.8% | -131.2% | -47.3% |
| 3Y | +304.5% | +6.4% | +298.2% | +281.7% |
| 5Y | +237.5% | +153.0% | +84.5% | +203.5% |
| All | +182.8% | +112.5% | +70.2% | +149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling