+244.3%
KGC vs ENPH
-88.0%
+332.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.5% |
| 7D | +0.2% | -10.3% | +10.5% | +1.4% |
| 30D | -8.8% | -10.1% | +1.3% | -8.0% |
| 3M | -21.1% | -33.1% | +12.0% | -17.9% |
| 6M | -32.3% | -24.8% | -7.5% | -31.1% |
| YTD | -23.5% | -11.7% | -11.8% | -24.2% |
| 1Y | -15.0% | -8.2% | -6.7% | -16.2% |
| 3Y | +327.5% | -63.7% | +391.2% | +343.3% |
| 5Y | +244.3% | -88.7% | +333.0% | +280.7% |
| All | +244.3% | -88.0% | +332.3% | +280.7% |
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 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