-46.2%
APP vs JEPQ
+19.0%
-65.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.0% |
| 7D | -4.4% | +1.1% | -5.4% | -6.4% |
| 30D | -10.0% | +1.3% | -11.3% | -12.4% |
| 3M | -41.4% | +4.7% | -46.1% | -46.9% |
| 6M | -41.0% | +10.6% | -51.6% | -53.8% |
| YTD | -54.7% | +11.4% | -66.2% | -63.8% |
| All | -46.2% | +19.0% | -65.2% | -54.7% |
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