+210.1%
HIMS vs KR
+52.3%
+157.8%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.9% |
| 7D | -0.7% | -0.2% | -0.6% | -0.7% |
| 30D | -8.2% | +5.1% | -13.3% | -7.1% |
| 3M | -4.7% | -8.2% | +3.4% | -5.3% |
| 6M | +6.3% | -18.0% | +24.3% | +4.6% |
| YTD | -15.3% | -4.8% | -10.5% | -15.4% |
| 1Y | -46.9% | -11.0% | -35.8% | -47.1% |
| 3Y | +321.3% | +37.7% | +283.6% | +316.9% |
| All | +210.1% | +52.3% | +157.8% | +233.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 5y: compounded portfolio wealth divided by compounded KR 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…
5y analysis · Full analysis span regression · 6 months rolling