+64.8%
KRE vs HIMS
+181.3%
-116.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.8% |
| 30D | -4.5% | -8.2% | +3.7% | -4.1% |
| 3M | +2.7% | -4.7% | +7.5% | +2.1% |
| 6M | +16.9% | +6.3% | +10.6% | +14.0% |
| YTD | +15.4% | -15.3% | +30.6% | +13.8% |
| 1Y | +16.1% | -46.9% | +62.9% | +18.7% |
| 3Y | +85.7% | +321.3% | -235.6% | +36.1% |
| 5Y | +33.3% | +215.8% | -182.6% | -3.5% |
| All | +64.8% | +181.3% | -116.5% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 10y: compounded portfolio wealth divided by compounded HIMS 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…
10y analysis · Full analysis span regression · 6 months rolling