-80.3%
OKLO vs JEPI
+10.9%
-91.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.5% | -10.4% |
| 7D | -18.4% | +1.5% | -19.9% | -21.8% |
| 30D | -38.5% | +3.6% | -42.1% | -44.5% |
| 3M | -48.9% | +2.3% | -51.2% | -52.4% |
| 6M | -67.8% | +5.6% | -73.4% | -72.9% |
| YTD | -69.2% | +7.5% | -76.6% | -76.3% |
| 1Y | -80.3% | +10.6% | -90.9% | -86.7% |
| All | -80.3% | +10.9% | -91.2% | -86.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling