+1,044.3%
KKR vs ENPH
+417.7%
+626.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.8% | -8.6% | -2.7% |
| 7D | -0.6% | +9.3% | -9.9% | -1.8% |
| 30D | +3.0% | -7.3% | +10.3% | +3.9% |
| 3M | +13.6% | -31.7% | +45.4% | +18.4% |
| 6M | +16.2% | -3.5% | +19.7% | +14.3% |
| YTD | -16.6% | +21.2% | -37.7% | -21.1% |
| 1Y | -23.2% | +0.1% | -23.3% | -26.0% |
| 3Y | +71.7% | -67.7% | +139.4% | +80.5% |
| 5Y | +74.8% | -76.2% | +151.1% | +86.0% |
| 10Y | +711.6% | +2,057.2% | -1,345.7% | +404.1% |
| All | +1,044.3% | +417.7% | +626.5% | +629.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling