-10.7%
KHC vs ENPH
-68.2%
+57.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.8% | -6.6% | 0.0% |
| 7D | -2.2% | +9.3% | -11.5% | -2.5% |
| 30D | -0.1% | -7.3% | +7.2% | +0.1% |
| 3M | +8.3% | -31.7% | +40.1% | +9.5% |
| 6M | +5.0% | -3.5% | +8.4% | +4.0% |
| YTD | +8.0% | +21.2% | -13.2% | +5.2% |
| 1Y | -1.1% | +0.1% | -1.1% | -2.9% |
| 3Y | -10.7% | -67.7% | +57.0% | -9.3% |
| All | -10.7% | -68.2% | +57.5% | -9.3% |
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