+426.7%
KORU vs ENPH
-69.9%
+496.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.4% | -12.9% | -12.7% |
| 7D | +2.3% | +1.5% | +0.8% | +1.3% |
| 30D | +20.0% | -12.9% | +32.9% | +27.5% |
| 3M | -32.7% | -27.1% | -5.6% | -18.4% |
| 6M | +13.3% | -15.4% | +28.8% | +34.8% |
| YTD | +133.2% | +15.0% | +118.2% | +144.1% |
| 1Y | +357.3% | -0.7% | +358.0% | +397.2% |
| All | +426.7% | -69.9% | +496.6% | +650.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling