+179.8%
KDP vs ENPH
+1,928.7%
-1,749.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -1.2% |
| 7D | -1.6% | +3.4% | -4.9% | -1.7% |
| 30D | +9.5% | -10.3% | +19.8% | +9.9% |
| 3M | +2.6% | -31.4% | +34.0% | +3.8% |
| 6M | +15.6% | -10.1% | +25.8% | +15.2% |
| YTD | +17.3% | +14.6% | +2.8% | +15.3% |
| 1Y | +20.1% | -3.2% | +23.3% | +18.6% |
| 3Y | +4.9% | -69.5% | +74.4% | +6.4% |
| 5Y | +5.0% | -77.2% | +82.2% | +6.1% |
| 10Y | +179.8% | +1,940.0% | -1,760.2% | +157.2% |
| All | +179.8% | +1,928.7% | -1,749.0% | +157.2% |
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 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