+36.8%
AXTI vs JEPQ
+10.3%
+26.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -3.4% |
| 7D | +5.1% | -0.2% | +5.2% | +5.8% |
| 30D | -17.5% | +0.8% | -18.2% | -19.1% |
| 3M | -26.7% | +4.0% | -30.6% | -31.4% |
| 6M | +36.8% | +10.4% | +26.4% | +15.5% |
| All | +36.8% | +10.3% | +26.5% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling