+1,972.4%
APO vs ENPH
+247.6%
+1,724.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.0% |
| 7D | +5.8% | -8.4% | +14.2% | +6.7% |
| 30D | +8.9% | -11.2% | +20.1% | +9.9% |
| 3M | -13.6% | -36.1% | +22.4% | -9.8% |
| 6M | -5.4% | -37.9% | +32.5% | -2.2% |
| YTD | -13.6% | -18.7% | +5.0% | -14.2% |
| 1Y | -2.5% | -9.8% | +7.3% | -4.3% |
| 3Y | +50.9% | -66.8% | +117.7% | +56.5% |
| 5Y | +81.4% | -89.6% | +171.0% | +107.6% |
| 10Y | +843.9% | +2,186.8% | -1,342.9% | +540.3% |
| All | +1,972.4% | +247.6% | +1,724.8% | +1,302.0% |
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 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