+951.5%
AXTI vs JEPQ
+94.0%
+857.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.6% |
| 7D | +5.1% | -0.2% | +5.2% | +5.5% |
| 30D | -17.5% | +0.8% | -18.2% | -18.2% |
| 3M | -26.7% | +4.0% | -30.6% | -28.1% |
| 6M | +36.8% | +10.4% | +26.4% | +21.5% |
| YTD | +296.1% | +11.4% | +284.7% | +253.7% |
| 1Y | +1,810.6% | +18.9% | +1,791.7% | +1,478.9% |
| 3Y | +2,587.6% | +70.3% | +2,517.3% | +1,278.7% |
| All | +951.5% | +94.0% | +857.5% | +388.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling