+119.7%
OKTA vs ENPH
+8.1%
+111.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.4% |
| 7D | -14.2% | +26.3% | -40.4% | -16.0% |
| 30D | -12.5% | -5.7% | -6.8% | -12.0% |
| 3M | +29.2% | -24.5% | +53.7% | +32.4% |
| 6M | +147.3% | -3.0% | +150.4% | +143.3% |
| YTD | +120.9% | -1.6% | +122.5% | +110.1% |
| 1Y | +119.7% | +8.8% | +110.9% | +105.0% |
| All | +119.7% | +8.1% | +111.6% | +105.0% |
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 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