+359.8%
ARKK vs ENPH
+149.8%
+210.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.4% | +3.7% | -0.8% |
| 7D | +1.4% | +3.4% | -2.0% | +0.7% |
| 30D | +5.1% | -10.3% | +15.4% | +7.1% |
| 3M | +12.7% | -31.4% | +44.1% | +20.0% |
| 6M | +13.8% | -10.1% | +24.0% | +13.1% |
| YTD | +9.9% | +14.6% | -4.6% | +2.3% |
| 1Y | +10.4% | -3.2% | +13.6% | +5.4% |
| 3Y | +93.6% | -69.5% | +163.0% | +113.1% |
| 5Y | -29.4% | -77.2% | +47.9% | -18.8% |
| 10Y | +336.9% | +1,940.0% | -1,603.1% | +227.7% |
| All | +359.8% | +149.8% | +210.0% | +273.3% |
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 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