+29.9%
APH vs JEPI
+8.2%
+21.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -2.3% |
| 7D | +0.4% | -0.1% | +0.5% | +0.2% |
| 30D | -8.0% | +2.8% | -10.8% | -10.4% |
| 3M | -5.0% | +2.6% | -7.6% | -8.2% |
| 6M | +29.9% | +8.4% | +21.6% | +12.7% |
| All | +29.9% | +8.2% | +21.7% | +12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling