+576.0%
RKLB vs ENPH
-71.3%
+647.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.8% | -4.3% | +0.6% |
| 7D | +5.3% | +9.3% | -3.9% | +2.7% |
| 30D | -20.5% | -7.3% | -13.2% | -18.9% |
| 3M | -42.0% | -31.7% | -10.3% | -35.8% |
| 6M | -6.0% | -3.5% | -2.6% | -6.6% |
| YTD | -5.6% | +21.2% | -26.7% | -14.8% |
| 1Y | +38.0% | +0.1% | +38.0% | +30.2% |
| 3Y | +962.4% | -67.7% | +1,030.1% | +1,139.6% |
| 5Y | +336.5% | -76.2% | +412.7% | +436.8% |
| All | +576.0% | -71.3% | +647.3% | +756.7% |
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