+277.6%
APH vs JEPI
+95.7%
+181.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.2% | -47.9% | -48.0% |
| 7D | -48.7% | -0.4% | -48.3% | -48.5% |
| 30D | -51.9% | +0.1% | -52.1% | -52.2% |
| 3M | -43.6% | +4.8% | -48.3% | -47.8% |
| 6M | -37.5% | +1.0% | -38.5% | -38.6% |
| YTD | -38.6% | +5.5% | -44.1% | -43.5% |
| 1Y | -26.3% | +9.2% | -35.5% | -35.8% |
| 3Y | +89.2% | +31.2% | +58.0% | +25.0% |
| 5Y | +119.8% | +41.4% | +78.4% | +31.3% |
| All | +277.6% | +95.7% | +181.9% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling