+552.0%
KGC vs ENPH
-68.2%
+620.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.8% | -9.1% | -3.0% |
| 7D | +2.4% | +9.3% | -6.8% | +1.5% |
| 30D | +9.2% | -7.3% | +16.5% | +10.0% |
| 3M | +16.7% | -31.7% | +48.5% | +20.6% |
| 6M | -7.0% | -3.5% | -3.5% | -7.7% |
| YTD | +7.5% | +21.2% | -13.7% | +4.1% |
| 1Y | +34.4% | +0.1% | +34.3% | +31.6% |
| 3Y | +552.0% | -67.7% | +619.7% | +588.8% |
| All | +552.0% | -68.2% | +620.2% | +588.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling