+51.8%
APLD vs JEPQ
+18.0%
+33.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -2.0% |
| 7D | -0.5% | -0.7% | +0.2% | +2.1% |
| 30D | -13.2% | +0.6% | -13.7% | -14.4% |
| 3M | -33.8% | +5.8% | -39.6% | -46.0% |
| 6M | -5.9% | +9.7% | -15.6% | -31.7% |
| YTD | +5.1% | +10.5% | -5.4% | -24.1% |
| 1Y | +51.8% | +18.4% | +33.4% | -17.0% |
| All | +51.8% | +18.0% | +33.8% | -17.0% |
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