+350.1%
APH vs JEPQ
+82.8%
+267.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | -5.0% | -1.4% | -3.7% | -3.0% |
| 30D | -8.4% | -8.6% | +0.3% | +3.5% |
| 3M | -4.5% | -4.5% | 0.0% | +2.2% |
| 6M | +25.3% | -1.3% | +26.6% | +29.1% |
| YTD | +18.9% | +5.0% | +13.9% | +14.0% |
| 1Y | +11.9% | +5.9% | +6.1% | +6.6% |
| 3Y | +278.0% | +58.0% | +219.9% | +137.3% |
| All | +350.1% | +82.8% | +267.2% | +145.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling