-45.3%
APP vs JEPI
+7.8%
-53.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -4.4% | -1.1% | -3.2% | -3.0% |
| 30D | -10.0% | -1.3% | -8.7% | -8.6% |
| 3M | -41.4% | +3.3% | -44.8% | -43.9% |
| 6M | -41.0% | +1.0% | -42.0% | -41.7% |
| YTD | -54.7% | +4.2% | -59.0% | -56.2% |
| 1Y | -45.3% | +7.9% | -53.3% | -48.8% |
| All | -45.3% | +7.8% | -53.2% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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