-30.7%
APLD vs JEPQ
+8.0%
-38.7%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.7% | -1.8% |
| 7D | +2.7% | +3.4% | -0.7% | -9.3% |
| 30D | -21.4% | -5.6% | -15.8% | +1.7% |
| 3M | -47.8% | -4.2% | -43.7% | -35.6% |
| 6M | -64.9% | -0.2% | -64.7% | -62.9% |
| YTD | -34.9% | +6.7% | -41.6% | -47.3% |
| 1Y | -30.7% | +9.5% | -40.2% | -49.2% |
| All | -30.7% | +8.0% | -38.7% | -49.2% |
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