+2,422.4%
APH vs ENPH
+384.9%
+2,037.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +5.0% | -2.4% | +7.3% | +5.2% |
| 30D | -3.9% | -6.6% | +2.7% | -3.4% |
| 3M | +13.0% | -46.8% | +59.8% | +18.4% |
| 6M | +25.2% | -14.7% | +39.9% | +25.6% |
| YTD | +22.9% | +13.5% | +9.5% | +19.1% |
| 1Y | +47.8% | -0.4% | +48.2% | +44.2% |
| 3Y | +283.0% | -71.7% | +354.8% | +300.6% |
| 5Y | +349.7% | -79.1% | +428.7% | +370.6% |
| 10Y | +1,061.2% | +1,898.4% | -837.1% | +758.2% |
| All | +2,422.4% | +384.9% | +2,037.5% | +1,777.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling