+290.1%
APH vs JEPQ
+71.9%
+218.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +1.4% | -1.2% | -1.8% |
| 30D | -3.3% | +1.3% | -4.7% | -5.1% |
| 3M | +14.0% | +3.8% | +10.2% | +8.3% |
| 6M | +24.4% | +12.2% | +12.3% | +6.3% |
| YTD | +21.4% | +11.6% | +9.9% | +5.0% |
| 1Y | +48.9% | +19.9% | +29.1% | +17.5% |
| 3Y | +290.1% | +71.9% | +218.2% | +120.5% |
| All | +290.1% | +71.9% | +218.2% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 3y: compounded portfolio wealth divided by compounded JEPQ 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…
3y analysis · Full analysis span regression · 6 months rolling