+742.9%
APLD vs JEPQ
+94.0%
+648.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -3.8% |
| 7D | +9.0% | +1.1% | +7.9% | +5.9% |
| 30D | -6.6% | +1.3% | -7.9% | -9.5% |
| 3M | -35.2% | +4.7% | -39.9% | -41.1% |
| 6M | +0.4% | +10.6% | -10.2% | -18.6% |
| YTD | +10.7% | +11.4% | -0.7% | -9.8% |
| 1Y | +78.6% | +19.4% | +59.1% | +25.0% |
| 3Y | +423.9% | +71.7% | +352.2% | +70.4% |
| All | +742.9% | +94.0% | +648.9% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling