+184.7%
HIMS vs KKR
+290.5%
-105.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.1% |
| 7D | -2.7% | -2.2% | -0.5% | -1.7% |
| 30D | -12.2% | +0.3% | -12.4% | -12.8% |
| 3M | -3.7% | +8.8% | -12.5% | -8.3% |
| 6M | +25.9% | +14.9% | +11.0% | +16.5% |
| YTD | -14.1% | -17.9% | +3.8% | -6.4% |
| 1Y | -41.6% | -23.7% | -17.9% | -34.3% |
| 3Y | +327.3% | +69.1% | +258.2% | +238.8% |
| 5Y | +207.9% | +72.6% | +135.4% | +137.9% |
| All | +184.7% | +290.5% | -105.8% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling