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  • BKR vs ENPH✓SelectedUSD · ENPHBKR vs ENPH performance historyLatest closeAs of-0.22%09/04
Stock and ETF performance explorer

BKR vs ENPH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+39.2%
ENPH return
-1.9%
Excess return
+41.1%
Maximum drawdown
-24.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioENPHExcessAlpha
1D-0.2%+0.2%-0.4%-0.2%
7D+1.7%-2.4%+4.1%+1.9%
30D+3.3%-6.6%+10.0%+3.7%
3M-3.6%-46.8%+43.2%-0.9%
6M+5.0%-14.7%+19.8%+6.2%
YTD+40.9%+13.5%+27.5%+40.0%
1Y+39.2%-0.4%+39.6%+37.2%
All+39.2%-1.9%+41.1%+37.2%

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