+26.2%
KLAC vs ENPH
+8.1%
+18.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.7% | -7.8% | -4.9% |
| 7D | -5.7% | +26.3% | -31.9% | -10.3% |
| 30D | -27.6% | -5.7% | -21.9% | -27.1% |
| 3M | -23.3% | -24.5% | +1.2% | -19.0% |
| 6M | -12.4% | -3.0% | -9.3% | -6.8% |
| YTD | +23.7% | -1.6% | +25.3% | +26.7% |
| 1Y | +26.2% | +8.8% | +17.4% | +25.0% |
| All | +26.2% | +8.1% | +18.1% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling