+331.8%
ARKK vs ENPH
+1,908.3%
-1,576.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.9% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +2.7% | -10.8% | +13.6% | +5.1% |
| 3M | +10.8% | -33.8% | +44.6% | +20.0% |
| 6M | +14.4% | -16.1% | +30.5% | +15.1% |
| YTD | +8.7% | +13.4% | -4.8% | -0.2% |
| 1Y | +6.7% | -2.6% | +9.3% | +0.7% |
| 3Y | +87.4% | -70.3% | +157.7% | +110.5% |
| 5Y | -29.5% | -77.0% | +47.6% | -17.3% |
| All | +331.8% | +1,908.3% | -1,576.5% | +228.3% |
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