+655.3%
KGC vs ENPH
+1,936.5%
-1,281.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.3% |
| 7D | -8.4% | +1.5% | -9.9% | -8.6% |
| 30D | +6.3% | -12.9% | +19.2% | +7.4% |
| 3M | +22.4% | -27.1% | +49.5% | +25.0% |
| 6M | -11.4% | -15.4% | +4.0% | -11.2% |
| YTD | +3.1% | +15.0% | -11.9% | +0.6% |
| 1Y | +26.6% | -0.7% | +27.3% | +24.4% |
| 3Y | +525.6% | -69.3% | +594.9% | +548.5% |
| 5Y | +451.7% | -76.7% | +528.4% | +470.4% |
| All | +655.3% | +1,936.5% | -1,281.1% | +573.8% |
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