+84.8%
OKTA vs ENPH
-70.3%
+155.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.5% |
| 7D | -2.4% | -0.1% | -2.3% | -2.5% |
| 30D | +13.0% | -10.8% | +23.9% | +14.8% |
| 3M | +41.7% | -33.8% | +75.5% | +49.2% |
| 6M | +105.9% | -16.1% | +122.1% | +105.1% |
| YTD | +92.6% | +13.4% | +79.1% | +79.3% |
| 1Y | +81.1% | -2.6% | +83.7% | +71.9% |
| 3Y | +84.8% | -70.3% | +155.1% | +117.4% |
| All | +84.8% | -70.3% | +155.1% | +117.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling