+2,143.6%
APO vs ENPH
+384.9%
+1,758.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -1.0% | -2.4% | +1.3% | -0.8% |
| 30D | +3.5% | -6.6% | +10.1% | +4.2% |
| 3M | +4.5% | -46.8% | +51.4% | +11.1% |
| 6M | +22.8% | -14.7% | +37.5% | +22.7% |
| YTD | -6.5% | +13.5% | -20.0% | -10.0% |
| 1Y | +0.8% | -0.4% | +1.2% | -2.1% |
| 3Y | +62.0% | -71.7% | +133.7% | +71.4% |
| 5Y | +138.2% | -79.1% | +217.3% | +154.1% |
| 10Y | +940.3% | +1,898.4% | -958.1% | +604.4% |
| All | +2,143.6% | +384.9% | +1,758.7% | +1,370.9% |
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