+651.7%
APH vs JEPI
+98.4%
+553.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.1% |
| 7D | -5.0% | +0.6% | -5.6% | -5.7% |
| 30D | -8.4% | +1.6% | -9.9% | -10.4% |
| 3M | -4.5% | +1.3% | -5.8% | -6.2% |
| 6M | +25.3% | +6.5% | +18.8% | +13.5% |
| YTD | +18.9% | +6.9% | +12.0% | +7.7% |
| 1Y | +11.9% | +9.4% | +2.5% | -2.1% |
| 3Y | +278.0% | +35.0% | +243.0% | +139.8% |
| 5Y | +306.4% | +43.2% | +263.2% | +138.9% |
| All | +651.7% | +98.4% | +553.2% | +140.6% |
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