-45.6%
APTV vs JEPI
+7.8%
-53.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.7% |
| 7D | -5.0% | -1.0% | -4.0% | -3.1% |
| 30D | -6.1% | -1.4% | -4.6% | -3.3% |
| 3M | -33.0% | +3.5% | -36.5% | -37.3% |
| 6M | -35.2% | +1.9% | -37.2% | -37.5% |
| YTD | -40.1% | +4.4% | -44.6% | -45.3% |
| 1Y | -45.6% | +7.2% | -52.8% | -53.0% |
| All | -45.6% | +7.8% | -53.4% | -53.0% |
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