+955.2%
APH vs ENPH
+2,435.8%
-1,480.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.0% | -0.5% |
| 7D | -5.0% | -9.1% | +4.1% | -4.2% |
| 30D | -8.4% | -15.8% | +7.4% | -7.1% |
| 3M | -4.5% | -32.5% | +28.0% | -1.4% |
| 6M | +25.3% | -24.2% | +49.4% | +27.2% |
| YTD | +18.9% | -13.8% | +32.7% | +17.2% |
| 1Y | +11.9% | -15.8% | +27.8% | +10.5% |
| 3Y | +278.0% | -64.6% | +342.5% | +288.0% |
| 5Y | +306.4% | -88.1% | +394.5% | +352.5% |
| 10Y | +955.2% | +2,367.9% | -1,412.7% | +775.3% |
| All | +955.2% | +2,435.8% | -1,480.6% | +775.3% |
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