+2.4%
APA vs ENPH
+2,318.8%
-2,316.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | +3.2% |
| 7D | +5.1% | -10.3% | +15.4% | +6.7% |
| 30D | +0.3% | -10.1% | +10.4% | +1.2% |
| 3M | +15.6% | -33.1% | +48.7% | +21.7% |
| 6M | +28.9% | -24.8% | +53.7% | +29.5% |
| YTD | +96.6% | -11.7% | +108.3% | +86.9% |
| 1Y | +95.5% | -8.2% | +103.7% | +84.2% |
| 3Y | +41.8% | -63.7% | +105.5% | +46.3% |
| 5Y | +85.4% | -88.7% | +174.1% | +121.2% |
| All | +2.4% | +2,318.8% | -2,316.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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