+169.8%
HIMS vs RKT
-7.0%
+176.8%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | -3.9% | +2.1% | -6.0% | -4.5% |
| 30D | -12.4% | +1.4% | -13.9% | -12.8% |
| 3M | -1.1% | +6.3% | -7.3% | -2.7% |
| 6M | +68.4% | -15.5% | +83.9% | +75.1% |
| YTD | -14.7% | -27.4% | +12.7% | -9.3% |
| 1Y | -42.4% | -26.6% | -15.8% | -39.3% |
| 3Y | +304.5% | +41.2% | +263.3% | +248.2% |
| 5Y | +237.5% | -6.4% | +243.9% | +192.9% |
| All | +169.8% | -7.0% | +176.8% | +149.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling