+87.8%
AAPL vs JEPQ
+70.7%
+17.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.0% |
| 7D | +3.8% | -0.2% | +4.0% | +4.0% |
| 30D | +9.9% | +0.8% | +9.2% | +9.0% |
| 3M | +12.5% | +4.0% | +8.5% | +7.4% |
| 6M | +27.6% | +10.4% | +17.2% | +14.0% |
| YTD | +22.6% | +11.4% | +11.1% | +8.2% |
| 1Y | +45.0% | +18.9% | +26.1% | +18.6% |
| 3Y | +87.8% | +70.3% | +17.5% | +2.9% |
| All | +87.8% | +70.7% | +17.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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