+355.9%
APH vs JEPI
+41.4%
+314.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.4% |
| 7D | +5.0% | -0.3% | +5.3% | +5.5% |
| 30D | -3.9% | +0.1% | -4.0% | -4.1% |
| 3M | +13.0% | +4.8% | +8.2% | +4.7% |
| 6M | +25.2% | +1.0% | +24.1% | +23.3% |
| YTD | +22.9% | +5.5% | +17.5% | +13.5% |
| 1Y | +47.8% | +9.2% | +38.6% | +29.4% |
| 3Y | +283.0% | +31.2% | +251.9% | +155.9% |
| All | +355.9% | +41.4% | +314.5% | +174.8% |
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