+129.5%
KMI vs ENPH
+1,908.3%
-1,778.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | -1.7% | -0.1% | -1.7% | -1.7% |
| 30D | -2.7% | -10.8% | +8.1% | -2.1% |
| 3M | -0.7% | -33.8% | +33.2% | +1.6% |
| 6M | -5.0% | -16.1% | +11.2% | -5.1% |
| YTD | +15.5% | +13.4% | +2.0% | +12.0% |
| 1Y | +16.4% | -2.6% | +19.0% | +13.7% |
| 3Y | +114.2% | -70.3% | +184.4% | +120.3% |
| 5Y | +153.3% | -77.0% | +230.3% | +157.3% |
| All | +129.5% | +1,908.3% | -1,778.8% | +87.2% |
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