+141.5%
HIMS vs APO
+81.1%
+60.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -1.3% |
| 7D | -24.1% | +5.8% | -29.9% | -27.6% |
| 30D | -28.8% | +8.9% | -37.7% | -33.9% |
| 3M | -31.4% | -13.6% | -17.8% | -24.8% |
| 6M | -18.3% | -5.4% | -12.9% | -16.9% |
| YTD | -39.2% | -13.6% | -25.6% | -34.6% |
| 1Y | -45.3% | -2.5% | -42.8% | -46.5% |
| 3Y | +181.9% | +50.9% | +131.0% | +112.8% |
| All | +141.5% | +81.1% | +60.4% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling