+82.6%
KO vs ENPH
-77.1%
+159.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +1.8% | -10.8% | +12.7% | +1.9% |
| 3M | +7.7% | -33.8% | +41.5% | +8.2% |
| 6M | +15.3% | -16.1% | +31.4% | +14.9% |
| YTD | +28.0% | +13.4% | +14.6% | +26.3% |
| 1Y | +34.3% | -2.6% | +36.9% | +32.8% |
| 3Y | +63.8% | -70.3% | +134.0% | +65.4% |
| All | +82.6% | -77.1% | +159.7% | +85.4% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling