+696.7%
KKR vs ENPH
+1,908.3%
-1,211.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | -6.2% | -0.1% | -6.1% | -6.2% |
| 30D | -8.9% | -10.8% | +2.0% | -7.5% |
| 3M | +6.3% | -33.8% | +40.1% | +11.9% |
| 6M | +16.5% | -16.1% | +32.6% | +16.5% |
| YTD | -20.3% | +13.4% | -33.7% | -24.5% |
| 1Y | -29.8% | -2.6% | -27.2% | -32.5% |
| 3Y | +63.2% | -70.3% | +133.4% | +74.7% |
| 5Y | +68.0% | -77.0% | +145.0% | +81.3% |
| All | +696.7% | +1,908.3% | -1,211.6% | +441.7% |
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 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