+207.9%
HIMS vs RKT
-9.6%
+217.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | +0.1% |
| 7D | -2.7% | -1.0% | -1.8% | -2.5% |
| 30D | -12.2% | -2.4% | -9.8% | -11.7% |
| 3M | -3.7% | +1.9% | -5.6% | -4.8% |
| 6M | +25.9% | -13.9% | +39.8% | +32.1% |
| YTD | -14.1% | -30.6% | +16.6% | -4.7% |
| 1Y | -41.6% | -34.4% | -7.3% | -34.6% |
| 3Y | +327.3% | +38.2% | +289.1% | +213.9% |
| 5Y | +207.9% | -9.7% | +217.6% | +177.4% |
| All | +207.9% | -9.6% | +217.6% | +177.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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