+182.8%
HIMS vs APO
+294.9%
-112.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.1% |
| 7D | -3.9% | -1.0% | -2.9% | -3.5% |
| 30D | -12.4% | +3.5% | -15.9% | -14.3% |
| 3M | -1.1% | +4.5% | -5.6% | -3.5% |
| 6M | +68.4% | +22.8% | +45.7% | +52.6% |
| YTD | -14.7% | -6.5% | -8.2% | -12.9% |
| 1Y | -42.4% | +0.8% | -43.2% | -43.2% |
| 3Y | +304.5% | +62.0% | +242.6% | +249.9% |
| 5Y | +237.5% | +138.2% | +99.3% | +158.7% |
| All | +182.8% | +294.9% | -112.2% | +109.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling