+66.5%
KKR vs ENPH
-77.1%
+143.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.2% |
| 3M | +6.3% | -33.8% | +40.1% | +12.8% |
| 6M | +16.5% | -16.1% | +32.6% | +16.2% |
| YTD | -20.3% | +13.4% | -33.7% | -25.7% |
| 1Y | -29.8% | -2.6% | -27.2% | -33.3% |
| 3Y | +63.2% | -70.3% | +133.4% | +80.0% |
| All | +66.5% | -77.1% | +143.6% | +83.6% |
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