+443.7%
APLD vs JEPI
+37.0%
+406.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.1% | +2.8% |
| 7D | +4.1% | -0.3% | +4.4% | +5.1% |
| 30D | -11.7% | +0.1% | -11.9% | -12.2% |
| 3M | -40.3% | +4.8% | -45.0% | -47.7% |
| 6M | -8.0% | +1.0% | -9.0% | -9.4% |
| YTD | +7.5% | +5.5% | +2.1% | -5.5% |
| 1Y | +84.0% | +9.2% | +74.8% | +45.8% |
| 3Y | +356.2% | +31.2% | +325.1% | +132.3% |
| All | +443.7% | +37.0% | +406.7% | +142.3% |
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