+308.8%
RKLB vs ENPH
-77.1%
+385.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.0% |
| 7D | -2.0% | -0.1% | -2.0% | -2.1% |
| 30D | -22.4% | -10.8% | -11.6% | -19.9% |
| 3M | -45.2% | -33.8% | -11.3% | -38.4% |
| 6M | -12.5% | -16.1% | +3.6% | -9.6% |
| YTD | -9.8% | +13.4% | -23.2% | -17.6% |
| 1Y | +30.0% | -2.6% | +32.6% | +23.0% |
| 3Y | +942.2% | -70.3% | +1,012.5% | +1,164.9% |
| All | +308.8% | -77.1% | +385.9% | +416.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling