-48.6%
APTV vs ENPH
-66.2%
+17.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.2% |
| 7D | -1.7% | -8.4% | +6.7% | -0.5% |
| 30D | -11.6% | -11.2% | -0.4% | -10.5% |
| 3M | -21.2% | -36.1% | +14.9% | -16.3% |
| 6M | -28.5% | -37.9% | +9.4% | -24.4% |
| YTD | -49.1% | -18.7% | -30.4% | -49.5% |
| 1Y | -52.2% | -9.8% | -42.4% | -53.5% |
| 3Y | -48.6% | -66.8% | +18.2% | -46.6% |
| All | -48.6% | -66.2% | +17.6% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling