-22.5%
KWEB vs ENPH
+1,908.3%
-1,930.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.0% | +0.8% |
| 7D | -5.6% | -0.1% | -5.5% | -5.6% |
| 30D | -10.7% | -10.8% | +0.2% | -9.4% |
| 3M | -7.4% | -33.8% | +26.4% | -2.8% |
| 6M | -19.3% | -16.1% | -3.2% | -19.5% |
| YTD | -27.8% | +13.4% | -41.2% | -32.0% |
| 1Y | -35.9% | -2.6% | -33.3% | -38.7% |
| 3Y | -1.9% | -70.3% | +68.3% | +4.9% |
| 5Y | -43.2% | -77.0% | +33.8% | -38.9% |
| All | -22.5% | +1,908.3% | -1,930.8% | -39.6% |
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