-42.4%
HIMS vs KMI
+21.6%
-64.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.7% |
| 7D | -3.9% | -0.5% | -3.4% | -4.2% |
| 30D | -12.4% | +0.9% | -13.3% | -12.1% |
| 3M | -1.1% | 0.0% | -1.1% | -1.0% |
| 6M | +68.4% | -5.7% | +74.1% | +69.9% |
| YTD | -14.7% | +17.5% | -32.1% | -19.8% |
| 1Y | -42.4% | +22.3% | -64.7% | -46.7% |
| All | -42.4% | +21.6% | -64.0% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling