+16.5%
APH vs ENPH
-14.2%
+30.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +0.9% | -1.6% |
| 7D | +4.9% | -8.4% | +13.3% | +5.3% |
| 30D | -5.4% | -11.2% | +5.8% | -5.0% |
| 3M | -5.5% | -36.1% | +30.6% | -4.1% |
| 6M | +25.9% | -37.9% | +63.8% | +31.4% |
| YTD | +16.4% | -18.7% | +35.0% | +23.1% |
| 1Y | +16.5% | -9.8% | +26.3% | +18.0% |
| All | +16.5% | -14.2% | +30.7% | +18.0% |
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