+587.2%
KGC vs ENPH
+2,128.2%
-1,541.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.5% |
| 7D | -6.7% | -8.4% | +1.8% | -6.0% |
| 30D | -6.7% | -11.2% | +4.5% | -6.0% |
| 3M | -22.6% | -36.1% | +13.5% | -20.0% |
| 6M | -33.4% | -37.9% | +4.5% | -31.5% |
| YTD | -26.0% | -18.7% | -7.3% | -26.0% |
| 1Y | -18.3% | -9.8% | -8.5% | -19.0% |
| 3Y | +315.8% | -66.8% | +382.6% | +330.4% |
| 5Y | +225.7% | -89.6% | +315.3% | +256.6% |
| All | +587.2% | +2,128.2% | -1,541.0% | +534.7% |
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 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