+1,982.4%
AXTI vs JEPQ
+21.4%
+1,961.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.3% | +9.4% | +8.3% |
| 7D | +5.1% | +0.7% | +4.5% | +2.1% |
| 30D | -10.2% | +2.0% | -12.1% | -16.3% |
| 3M | -41.8% | +2.0% | -43.8% | -41.1% |
| 6M | +57.5% | +10.4% | +47.1% | +18.8% |
| YTD | +277.0% | +11.6% | +265.4% | +174.6% |
| 1Y | +1,982.4% | +20.7% | +1,961.7% | +685.9% |
| All | +1,982.4% | +21.4% | +1,961.1% | +685.9% |
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