+71.2%
BKR vs JEPI
+30.1%
+41.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.5% |
| 7D | -7.0% | -1.0% | -6.0% | -5.7% |
| 30D | -8.1% | -1.4% | -6.7% | -6.3% |
| 3M | -6.6% | +3.5% | -10.2% | -11.3% |
| 6M | +0.9% | +1.9% | -1.1% | -2.0% |
| YTD | +31.1% | +4.4% | +26.7% | +23.0% |
| 1Y | +27.7% | +7.2% | +20.5% | +15.3% |
| 3Y | +71.2% | +29.8% | +41.5% | +29.8% |
| All | +71.2% | +30.1% | +41.2% | +29.8% |
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