-11.7%
KR vs ENPH
-1.9%
-9.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +1.5% | -2.4% | +3.9% | +1.4% |
| 30D | +4.1% | -6.6% | +10.7% | +3.8% |
| 3M | -5.2% | -46.8% | +41.6% | -7.1% |
| 6M | -12.8% | -14.7% | +2.0% | -13.5% |
| YTD | -4.6% | +13.5% | -18.1% | -5.4% |
| 1Y | -11.7% | -0.4% | -11.3% | -12.2% |
| All | -11.7% | -1.9% | -9.8% | -12.2% |
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