-49.9%
KHC vs ENPH
+2,128.2%
-2,178.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.2% | +2.6% |
| 7D | +2.0% | -8.4% | +10.5% | +2.2% |
| 30D | +10.6% | -11.2% | +21.8% | +10.8% |
| 3M | +0.5% | -36.1% | +36.6% | +1.4% |
| 6M | +12.1% | -37.9% | +50.0% | +12.7% |
| YTD | +8.9% | -18.7% | +27.6% | +8.4% |
| 1Y | +7.5% | -9.8% | +17.3% | +6.6% |
| 3Y | -10.7% | -66.8% | +56.1% | -10.3% |
| 5Y | -13.2% | -89.6% | +76.5% | -11.2% |
| All | -49.9% | +2,128.2% | -2,178.1% | -51.0% |
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