+10.3%
APA vs ENPH
-68.2%
+78.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.8% | -4.9% | +1.2% |
| 7D | -1.7% | +9.3% | -11.0% | -2.5% |
| 30D | +15.7% | -7.3% | +23.0% | +16.4% |
| 3M | +16.5% | -31.7% | +48.2% | +20.3% |
| 6M | +35.1% | -3.5% | +38.6% | +31.8% |
| YTD | +82.2% | +21.2% | +61.1% | +69.0% |
| 1Y | +102.5% | +0.1% | +102.4% | +92.2% |
| 3Y | +10.3% | -67.7% | +78.0% | +13.5% |
| All | +10.3% | -68.2% | +78.5% | +13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling