+90.1%
KEYS vs ENPH
-77.1%
+167.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.4% | +5.4% | +4.2% |
| 7D | +3.5% | -0.1% | +3.5% | +3.4% |
| 30D | -4.5% | -10.8% | +6.4% | -2.8% |
| 3M | -0.4% | -33.8% | +33.4% | +6.1% |
| 6M | +19.1% | -16.1% | +35.3% | +20.0% |
| YTD | +66.7% | +13.4% | +53.2% | +57.1% |
| 1Y | +96.5% | -2.6% | +99.1% | +88.8% |
| 3Y | +155.2% | -70.3% | +225.4% | +181.6% |
| All | +90.1% | -77.1% | +167.2% | +106.7% |
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