+674.0%
APP vs JEPQ
+94.2%
+579.8%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.6% |
| 7D | +0.1% | +1.4% | -1.4% | -3.3% |
| 30D | -10.0% | +1.3% | -11.4% | -12.9% |
| 3M | -44.6% | +3.8% | -48.5% | -49.7% |
| 6M | -37.9% | +12.2% | -50.0% | -53.4% |
| YTD | -53.7% | +11.6% | -65.3% | -63.9% |
| 1Y | -43.0% | +19.9% | -62.8% | -62.4% |
| 3Y | +640.8% | +71.9% | +568.9% | +130.2% |
| All | +674.0% | +94.2% | +579.8% | +104.4% |
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