+667.5%
APH vs JEPI
+94.5%
+572.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.3% |
| 7D | +0.2% | -0.2% | +0.4% | +0.6% |
| 30D | -3.3% | -0.6% | -2.8% | -2.5% |
| 3M | +14.0% | +4.8% | +9.2% | +5.5% |
| 6M | +24.4% | +2.1% | +22.3% | +20.6% |
| YTD | +21.4% | +4.8% | +16.6% | +13.1% |
| 1Y | +48.9% | +8.4% | +40.5% | +31.5% |
| 3Y | +290.1% | +30.8% | +259.3% | +159.4% |
| 5Y | +352.8% | +41.0% | +311.8% | +172.0% |
| All | +667.5% | +94.5% | +572.9% | +152.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling