+100.0%
BKR vs JEPQ
+92.4%
+7.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -6.0% |
| 7D | -6.7% | -0.7% | -6.0% | -6.1% |
| 30D | -8.3% | +0.6% | -8.9% | -8.7% |
| 3M | -5.4% | +5.8% | -11.2% | -9.9% |
| 6M | +0.8% | +9.7% | -8.8% | -6.7% |
| YTD | +31.8% | +10.5% | +21.3% | +21.1% |
| 1Y | +28.6% | +18.4% | +10.2% | +11.4% |
| 3Y | +71.2% | +70.3% | +0.9% | +11.7% |
| All | +100.0% | +92.4% | +7.6% | +16.9% |
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