+352.5%
AAOI vs JEPQ
+21.4%
+331.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.8% | +3.8% |
| 7D | -0.7% | +0.7% | -1.3% | -3.6% |
| 30D | -17.9% | +2.0% | -19.9% | -23.8% |
| 3M | -48.0% | +2.0% | -50.0% | -47.8% |
| 6M | +5.8% | +10.4% | -4.6% | -18.2% |
| YTD | +202.7% | +11.6% | +191.1% | +120.5% |
| 1Y | +352.5% | +20.7% | +331.8% | +107.0% |
| All | +352.5% | +21.4% | +331.2% | +107.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling