+1.9%
AKAM vs JEPI
+30.1%
-28.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -1.2% |
| 7D | +1.5% | -1.0% | +2.5% | +2.8% |
| 30D | -13.0% | -1.4% | -11.6% | -11.4% |
| 3M | -19.4% | +3.5% | -22.9% | -23.3% |
| 6M | +0.3% | +1.9% | -1.6% | -2.6% |
| YTD | +22.4% | +4.4% | +18.0% | +14.3% |
| 1Y | +34.8% | +7.2% | +27.6% | +21.2% |
| 3Y | +1.9% | +29.8% | -27.8% | -24.8% |
| All | +1.9% | +30.1% | -28.1% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling