+187.4%
HIMS vs KMI
+133.8%
+53.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.2% | +1.2% |
| 7D | -0.9% | -0.4% | -0.6% | -0.9% |
| 30D | -10.8% | +3.7% | -14.5% | -11.9% |
| 3M | +3.7% | +3.2% | +0.5% | +1.9% |
| 6M | +79.0% | -3.0% | +82.0% | +78.7% |
| YTD | -13.2% | +19.7% | -32.9% | -18.9% |
| 1Y | -43.3% | +25.6% | -68.9% | -47.8% |
| 3Y | +331.4% | +120.2% | +211.2% | +263.5% |
| 5Y | +230.2% | +160.5% | +69.8% | +174.5% |
| All | +187.4% | +133.8% | +53.7% | +137.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling