-40.7%
OKLO vs JEPI
+9.5%
-50.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +4.6% |
| 7D | +2.8% | -0.3% | +3.2% | +3.7% |
| 30D | -4.0% | +0.1% | -4.1% | -4.5% |
| 3M | -36.9% | +4.8% | -41.6% | -44.9% |
| 6M | -37.1% | +1.0% | -38.1% | -38.8% |
| YTD | -42.5% | +5.5% | -48.0% | -50.1% |
| 1Y | -40.7% | +9.2% | -49.9% | -50.4% |
| All | -40.7% | +9.5% | -50.2% | -50.4% |
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