-2.5%
APO vs ENPH
-14.2%
+11.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.1% |
| 7D | +5.8% | -8.4% | +14.2% | +7.0% |
| 30D | +8.9% | -11.2% | +20.1% | +10.1% |
| 3M | -13.6% | -36.1% | +22.4% | -8.9% |
| 6M | -5.4% | -37.9% | +32.5% | -3.0% |
| YTD | -13.6% | -18.7% | +5.0% | -18.2% |
| 1Y | -2.5% | -9.8% | +7.3% | -12.2% |
| All | -2.5% | -14.2% | +11.8% | -12.2% |
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