+284.9%
OKLO vs JEPI
+29.2%
+255.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.1% |
| 7D | +0.1% | -2.0% | +2.1% | +5.2% |
| 30D | -15.2% | -2.0% | -13.2% | -10.9% |
| 3M | -26.2% | +3.8% | -30.0% | -32.8% |
| 6M | -35.0% | +0.8% | -35.9% | -36.0% |
| YTD | -44.4% | +3.7% | -48.1% | -48.7% |
| 1Y | -45.9% | +7.1% | -53.0% | -53.5% |
| All | +284.9% | +29.2% | +255.8% | +181.8% |
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