+175.6%
APA vs ENPH
-77.5%
+253.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -5.4% | +8.4% | +3.7% |
| 7D | +0.3% | +3.4% | -3.1% | -0.2% |
| 30D | +9.3% | -10.3% | +19.6% | +10.6% |
| 3M | +23.3% | -31.4% | +54.7% | +28.5% |
| 6M | +39.5% | -10.1% | +49.6% | +36.4% |
| YTD | +87.6% | +14.6% | +73.0% | +72.9% |
| 1Y | +114.2% | -3.2% | +117.5% | +101.5% |
| 3Y | +13.6% | -69.5% | +83.0% | +22.3% |
| 5Y | +175.6% | -77.2% | +252.8% | +205.4% |
| All | +175.6% | -77.5% | +253.1% | +205.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling