+98.9%
BKR vs JEPQ
+94.0%
+4.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.2% |
| 7D | -7.0% | -0.2% | -6.8% | -6.9% |
| 30D | -8.1% | +0.8% | -8.9% | -8.7% |
| 3M | -6.6% | +4.0% | -10.6% | -9.8% |
| 6M | +0.9% | +10.4% | -9.5% | -7.1% |
| YTD | +31.1% | +11.4% | +19.7% | +19.6% |
| 1Y | +27.7% | +18.9% | +8.8% | +10.2% |
| 3Y | +71.2% | +70.3% | +0.9% | +11.7% |
| All | +98.9% | +94.0% | +4.9% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling