+31.4%
KORU vs ENPH
+527.3%
-495.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.8% | -5.2% | -0.2% |
| 7D | +24.3% | +9.3% | +15.0% | +21.3% |
| 30D | +37.3% | -7.3% | +44.6% | +40.2% |
| 3M | -32.8% | -31.7% | -1.1% | -22.7% |
| 6M | +36.9% | -3.5% | +40.4% | +47.8% |
| YTD | +162.6% | +21.2% | +141.5% | +161.1% |
| 1Y | +467.0% | +0.1% | +467.0% | +486.8% |
| 3Y | +522.4% | -67.7% | +590.1% | +681.1% |
| 5Y | +57.9% | -76.2% | +134.1% | +102.9% |
| 10Y | +70.8% | +2,057.2% | -1,986.5% | -7.9% |
| All | +31.4% | +527.3% | -495.9% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling