-46.5%
APLD vs JEPQ
+8.1%
-54.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.7% | -10.5% |
| 7D | -18.5% | -4.9% | -13.6% | +0.4% |
| 30D | -32.8% | -6.7% | -26.1% | -9.0% |
| 3M | -46.9% | -3.0% | -43.9% | -37.8% |
| 6M | -53.4% | +1.4% | -54.8% | -54.3% |
| YTD | -32.3% | +6.5% | -38.7% | -45.0% |
| 1Y | -46.5% | +8.4% | -54.9% | -59.1% |
| All | -46.5% | +8.1% | -54.7% | -59.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling