+90.2%
JEPQ vs APO
+171.2%
-80.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.2% | -3.5% | +3.4% | +0.8% |
| 30D | +0.8% | -6.6% | +7.3% | +2.5% |
| 3M | +4.0% | -3.3% | +7.2% | +4.5% |
| 6M | +10.4% | +22.6% | -12.2% | +3.3% |
| YTD | +11.4% | -9.8% | +21.2% | +13.4% |
| 1Y | +18.9% | -3.9% | +22.8% | +18.1% |
| 3Y | +70.3% | +52.5% | +17.8% | +41.5% |
| All | +90.2% | +171.2% | -80.9% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling