+94.2%
AAPL vs JEPQ
+94.0%
+0.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.1% |
| 7D | -3.0% | +1.1% | -4.0% | -4.1% |
| 30D | +2.3% | +1.3% | +1.0% | +0.7% |
| 3M | +8.6% | +4.7% | +3.9% | +1.9% |
| 6M | +21.6% | +10.6% | +10.9% | +6.5% |
| YTD | +16.3% | +11.4% | +4.9% | +0.8% |
| 1Y | +35.1% | +19.4% | +15.6% | +7.0% |
| 3Y | +79.4% | +71.7% | +7.7% | -12.0% |
| All | +94.2% | +94.0% | +0.2% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling