+243.9%
APLD vs JEPI
+38.9%
+205.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.6% |
| 7D | -6.3% | +0.6% | -6.9% | -7.3% |
| 30D | -29.6% | +1.6% | -31.1% | -32.0% |
| 3M | -42.6% | +1.3% | -43.9% | -44.1% |
| 6M | -59.6% | +6.5% | -66.0% | -65.9% |
| YTD | -32.0% | +6.9% | -38.9% | -41.8% |
| 1Y | -46.9% | +9.4% | -56.4% | -57.4% |
| 3Y | +255.7% | +35.0% | +220.7% | +67.9% |
| All | +243.9% | +38.9% | +205.0% | +49.1% |
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 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