+32.5%
KDP vs ENPH
-63.2%
+95.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.0% | +6.7% | +1.9% |
| 7D | +8.2% | -9.1% | +17.3% | +8.4% |
| 30D | +18.4% | -15.8% | +34.1% | +18.7% |
| 3M | +29.2% | -32.5% | +61.7% | +30.2% |
| 6M | +32.3% | -24.2% | +56.4% | +31.8% |
| YTD | +38.5% | -13.8% | +52.2% | +36.8% |
| 1Y | +48.5% | -15.8% | +64.3% | +46.8% |
| 3Y | +32.5% | -64.6% | +97.0% | +28.3% |
| All | +32.5% | -63.2% | +95.6% | +28.3% |
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 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