-35.3%
KEEL vs ENPH
-77.1%
+41.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.4% | +5.2% | +4.3% |
| 7D | +2.9% | -0.1% | +2.9% | +2.9% |
| 30D | +0.8% | -10.8% | +11.7% | +5.4% |
| 3M | -35.3% | -33.8% | -1.5% | -24.3% |
| 6M | +59.4% | -16.1% | +75.5% | +67.5% |
| YTD | +51.9% | +13.4% | +38.5% | +35.9% |
| 1Y | +75.0% | -2.6% | +77.6% | +66.2% |
| 3Y | +224.5% | -70.3% | +294.8% | +318.8% |
| All | -35.3% | -77.1% | +41.8% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling