+32.7%
KO vs ENPH
-1.9%
+34.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.8% | -2.4% | +0.6% | -1.9% |
| 30D | +1.4% | -6.6% | +8.1% | +1.2% |
| 3M | +15.4% | -46.8% | +62.2% | +14.0% |
| 6M | +14.3% | -14.7% | +29.0% | +13.3% |
| YTD | +27.7% | +13.5% | +14.2% | +26.6% |
| 1Y | +32.7% | -0.4% | +33.1% | +31.8% |
| All | +32.7% | -1.9% | +34.6% | +31.8% |
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 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