+90.4%
JEPQ vs APA
+14.2%
+76.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | -0.2% |
| 7D | +1.4% | -1.7% | +3.1% | +1.6% |
| 30D | +1.3% | +15.7% | -14.4% | -0.2% |
| 3M | +3.8% | +16.5% | -12.6% | +2.0% |
| 6M | +12.2% | +35.1% | -22.9% | +7.5% |
| YTD | +11.6% | +82.2% | -70.7% | +2.6% |
| 1Y | +19.9% | +102.5% | -82.6% | +8.1% |
| 3Y | +71.9% | +10.3% | +61.6% | +61.2% |
| All | +90.4% | +14.2% | +76.3% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded APA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling