+177.9%
KO vs ENPH
+1,936.5%
-1,758.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -1.1% | +1.5% | -2.6% | -1.1% |
| 30D | +1.6% | -12.9% | +14.4% | +1.8% |
| 3M | +5.8% | -27.1% | +32.9% | +6.3% |
| 6M | +14.3% | -15.4% | +29.7% | +14.1% |
| YTD | +27.3% | +15.0% | +12.3% | +25.7% |
| 1Y | +33.2% | -0.7% | +33.9% | +31.8% |
| 3Y | +64.5% | -69.3% | +133.8% | +66.0% |
| 5Y | +83.1% | -76.7% | +159.8% | +84.5% |
| All | +177.9% | +1,936.5% | -1,758.6% | +161.1% |
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