+908.2%
APO vs ENPH
+1,936.5%
-1,028.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | -4.9% | +1.5% | -6.4% | -5.1% |
| 30D | -8.4% | -12.9% | +4.4% | -7.0% |
| 3M | -2.1% | -27.1% | +25.1% | +1.2% |
| 6M | +19.2% | -15.4% | +34.7% | +19.2% |
| YTD | -10.5% | +15.0% | -25.5% | -14.6% |
| 1Y | -2.7% | -0.7% | -2.0% | -5.9% |
| 3Y | +52.5% | -69.3% | +121.8% | +60.8% |
| 5Y | +132.1% | -76.7% | +208.8% | +146.7% |
| All | +908.2% | +1,936.5% | -1,028.2% | +681.6% |
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