+207.9%
HIMS vs APO
+136.0%
+71.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.5% |
| 7D | -2.7% | -1.0% | -1.7% | -2.1% |
| 30D | -12.2% | -0.4% | -11.8% | -12.8% |
| 3M | -3.7% | -0.9% | -2.8% | -4.1% |
| 6M | +25.9% | +22.1% | +3.8% | +7.6% |
| YTD | -14.1% | -8.4% | -5.7% | -10.5% |
| 1Y | -41.6% | -0.9% | -40.7% | -42.8% |
| 3Y | +327.3% | +56.1% | +271.1% | +218.7% |
| 5Y | +207.9% | +136.0% | +71.9% | +70.1% |
| All | +207.9% | +136.0% | +71.9% | +70.1% |
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