+181.9%
HIMS vs APO
+53.0%
+128.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -1.3% |
| 7D | -24.1% | +5.8% | -29.9% | -27.7% |
| 30D | -28.8% | +8.9% | -37.7% | -34.1% |
| 3M | -31.4% | -13.6% | -17.8% | -24.3% |
| 6M | -18.3% | -5.4% | -12.9% | -16.8% |
| YTD | -39.2% | -13.6% | -25.6% | -34.2% |
| 1Y | -45.3% | -2.5% | -42.8% | -46.8% |
| 3Y | +181.9% | +50.9% | +131.0% | +169.0% |
| All | +181.9% | +53.0% | +128.9% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 3y: compounded portfolio wealth divided by compounded APO 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…
3y analysis · Full analysis span regression · 6 months rolling