-40.4%
APTV vs ENPH
-1.9%
-38.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +4.8% | -2.4% | +7.2% | +5.2% |
| 30D | +2.0% | -6.6% | +8.6% | +2.9% |
| 3M | -34.2% | -46.8% | +12.6% | -28.5% |
| 6M | -34.7% | -14.7% | -19.9% | -33.3% |
| YTD | -37.0% | +13.5% | -50.5% | -39.0% |
| 1Y | -40.4% | -0.4% | -40.0% | -42.4% |
| All | -40.4% | -1.9% | -38.5% | -42.4% |
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