+229.3%
APLD vs JEPI
+40.5%
+188.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.6% | -5.4% |
| 7D | +2.7% | +2.7% | 0.0% | -4.5% |
| 30D | -21.4% | +2.5% | -24.0% | -26.2% |
| 3M | -47.8% | +1.9% | -49.8% | -50.1% |
| 6M | -64.9% | +7.7% | -72.6% | -71.4% |
| YTD | -34.9% | +8.2% | -43.0% | -46.1% |
| 1Y | -30.7% | +10.4% | -41.1% | -45.8% |
| 3Y | +305.3% | +36.5% | +268.8% | +85.4% |
| All | +229.3% | +40.5% | +188.8% | +38.3% |
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