+700.6%
APLD vs JEPQ
+92.4%
+608.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -2.8% |
| 7D | -0.5% | -0.7% | +0.2% | +1.4% |
| 30D | -13.2% | +0.6% | -13.7% | -14.0% |
| 3M | -33.8% | +5.8% | -39.6% | -41.4% |
| 6M | -5.9% | +9.7% | -15.6% | -21.8% |
| YTD | +5.1% | +10.5% | -5.4% | -12.3% |
| 1Y | +51.8% | +18.4% | +33.4% | +8.9% |
| 3Y | +397.7% | +70.3% | +327.4% | +65.6% |
| All | +700.6% | +92.4% | +608.2% | +134.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling