+483.7%
APLD vs JEPI
+36.2%
+447.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +9.1% |
| 7D | +16.6% | -0.2% | +16.8% | +17.2% |
| 30D | -3.1% | -0.6% | -2.5% | -1.7% |
| 3M | -30.9% | +4.8% | -35.7% | -39.7% |
| 6M | +12.6% | +2.1% | +10.5% | +7.1% |
| YTD | +15.5% | +4.8% | +10.6% | +3.1% |
| 1Y | +103.5% | +8.4% | +95.1% | +64.3% |
| 3Y | +446.5% | +30.8% | +415.7% | +180.1% |
| All | +483.7% | +36.2% | +447.5% | +164.4% |
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