-18.3%
KGC vs ENPH
-14.2%
-4.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.6% |
| 7D | -6.7% | -8.4% | +1.8% | -5.6% |
| 30D | -6.7% | -11.2% | +4.5% | -5.5% |
| 3M | -22.6% | -36.1% | +13.5% | -18.5% |
| 6M | -33.4% | -37.9% | +4.5% | -29.7% |
| YTD | -26.0% | -18.7% | -7.3% | -23.8% |
| 1Y | -18.3% | -9.8% | -8.5% | -19.1% |
| All | -18.3% | -14.2% | -4.1% | -19.1% |
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