+904.1%
APP vs JEPQ
+86.5%
+817.7%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.4% | -1.9% |
| 7D | +48.9% | -0.3% | +49.3% | +44.6% |
| 30D | +49.4% | -6.6% | +56.0% | +69.0% |
| 3M | +27.0% | -2.6% | +29.6% | +29.8% |
| 6M | -15.4% | +0.5% | -15.9% | -20.4% |
| YTD | -39.9% | +7.1% | -47.0% | -50.5% |
| 1Y | -32.0% | +8.1% | -40.0% | -44.7% |
| 3Y | +824.3% | +61.2% | +763.2% | +221.0% |
| All | +904.1% | +86.5% | +817.7% | +180.7% |
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 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