+520.4%
KR vs ENPH
+391.5%
+129.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | -2.7% | +1.5% | -4.2% | -2.7% |
| 30D | +1.9% | -12.9% | +14.8% | +2.1% |
| 3M | -11.0% | -27.1% | +16.1% | -10.7% |
| 6M | -20.2% | -15.4% | -4.8% | -20.3% |
| YTD | -7.3% | +15.0% | -22.3% | -8.2% |
| 1Y | -13.1% | -0.7% | -12.4% | -13.8% |
| 3Y | +29.7% | -69.3% | +99.1% | +30.6% |
| 5Y | +48.8% | -76.7% | +125.5% | +49.2% |
| 10Y | +122.8% | +1,947.8% | -1,825.0% | +82.3% |
| All | +520.4% | +391.5% | +129.0% | +407.0% |
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