-4.3%
KGC vs ENPH
+8.1%
-12.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.8% | +7.0% |
| 7D | -6.8% | +26.3% | -33.0% | -9.9% |
| 30D | -9.2% | -5.7% | -3.5% | -8.7% |
| 3M | -9.1% | -24.5% | +15.4% | -6.1% |
| 6M | -25.7% | -3.0% | -22.6% | -26.3% |
| YTD | -23.6% | -1.6% | -22.1% | -26.1% |
| 1Y | -4.3% | +8.8% | -13.1% | -11.6% |
| All | -4.3% | +8.1% | -12.4% | -11.6% |
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