+127.8%
AAPL vs JEPI
+41.5%
+86.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +0.7% |
| 7D | +3.8% | -1.0% | +4.8% | +5.4% |
| 30D | +9.9% | -1.4% | +11.4% | +12.3% |
| 3M | +12.5% | +3.5% | +8.9% | +6.7% |
| 6M | +27.6% | +1.9% | +25.7% | +23.8% |
| YTD | +22.6% | +4.4% | +18.1% | +14.4% |
| 1Y | +45.0% | +7.2% | +37.8% | +29.8% |
| 3Y | +87.8% | +29.8% | +58.0% | +24.8% |
| All | +127.8% | +41.5% | +86.3% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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