+16.4%
APH vs ENPH
+8.1%
+8.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.7% | -9.9% | -6.3% |
| 7D | -2.4% | +26.3% | -28.7% | -3.3% |
| 30D | -9.5% | -5.7% | -3.8% | -9.4% |
| 3M | -7.6% | -24.5% | +16.8% | -6.7% |
| 6M | +12.4% | -3.0% | +15.4% | +18.4% |
| YTD | +17.5% | -1.6% | +19.1% | +21.4% |
| 1Y | +16.4% | +8.8% | +7.6% | +16.8% |
| All | +16.4% | +8.1% | +8.3% | +16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling