-18.4%
APTV vs ENPH
+1,908.3%
-1,926.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | -5.0% | -0.1% | -5.0% | -5.1% |
| 30D | -6.1% | -10.8% | +4.8% | -4.5% |
| 3M | -33.0% | -33.8% | +0.8% | -29.0% |
| 6M | -35.2% | -16.1% | -19.1% | -34.9% |
| YTD | -40.1% | +13.4% | -53.6% | -43.6% |
| 1Y | -45.6% | -2.6% | -43.0% | -47.8% |
| 3Y | -54.4% | -70.3% | +15.9% | -50.2% |
| 5Y | -68.9% | -77.0% | +8.1% | -66.1% |
| All | -18.4% | +1,908.3% | -1,926.7% | -41.1% |
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