-35.9%
APP vs JEPQ
+21.4%
-57.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +1.6% |
| 7D | +0.9% | +0.7% | +0.2% | -0.5% |
| 30D | -23.3% | +2.0% | -25.3% | -26.3% |
| 3M | -42.6% | +2.0% | -44.6% | -44.6% |
| 6M | -33.6% | +10.4% | -44.0% | -47.7% |
| YTD | -52.4% | +11.6% | -64.0% | -62.2% |
| 1Y | -35.9% | +20.7% | -56.6% | -61.8% |
| All | -35.9% | +21.4% | -57.3% | -61.8% |
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