+150.6%
KMI vs ENPH
-77.1%
+227.7%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.4% |
| 3M | -0.7% | -33.8% | +33.2% | +0.6% |
| 6M | -5.0% | -16.1% | +11.2% | -5.1% |
| YTD | +15.5% | +13.4% | +2.0% | +13.2% |
| 1Y | +16.4% | -2.6% | +19.0% | +14.7% |
| 3Y | +114.2% | -70.3% | +184.4% | +118.5% |
| All | +150.6% | -77.1% | +227.7% | +161.9% |
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