-51.2%
KHC vs ENPH
+2,188.9%
-2,240.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.4% | +6.2% | +1.0% |
| 7D | -3.3% | -7.6% | +4.2% | -3.2% |
| 30D | +9.1% | -16.4% | +25.5% | +9.5% |
| 3M | +1.4% | -34.3% | +35.7% | +2.2% |
| 6M | +8.4% | -28.5% | +36.9% | +8.6% |
| YTD | +6.2% | -16.4% | +22.6% | +5.6% |
| 1Y | +5.7% | -12.8% | +18.5% | +4.9% |
| 3Y | -12.0% | -65.7% | +53.6% | -11.7% |
| 5Y | -15.3% | -89.4% | +74.0% | -13.5% |
| All | -51.2% | +2,188.9% | -2,240.1% | -52.2% |
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 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