+180.7%
HIMS vs KKR
+279.2%
-98.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.1% |
| 7D | -0.7% | -6.2% | +5.5% | +2.7% |
| 30D | -8.2% | -8.9% | +0.6% | -3.7% |
| 3M | -4.7% | +6.3% | -11.0% | -8.2% |
| 6M | +6.3% | +16.5% | -10.2% | -2.1% |
| YTD | -15.3% | -20.3% | +5.0% | -6.3% |
| 1Y | -46.9% | -29.8% | -17.1% | -37.5% |
| 3Y | +321.3% | +63.2% | +258.1% | +240.2% |
| 5Y | +215.8% | +68.0% | +147.9% | +147.7% |
| All | +180.7% | +279.2% | -98.5% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling