+461.7%
KGC vs ENPH
-77.5%
+539.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.7% | +0.8% |
| 7D | -0.1% | +3.4% | -3.5% | -0.5% |
| 30D | +10.5% | -10.3% | +20.7% | +11.6% |
| 3M | +19.8% | -31.4% | +51.2% | +23.9% |
| 6M | -6.7% | -10.1% | +3.5% | -6.9% |
| YTD | +7.8% | +14.6% | -6.8% | +4.3% |
| 1Y | +35.7% | -3.2% | +38.9% | +32.9% |
| 3Y | +553.7% | -69.5% | +623.2% | +589.2% |
| 5Y | +461.7% | -77.2% | +538.9% | +504.2% |
| All | +461.7% | -77.5% | +539.2% | +504.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling