+270.7%
OKLO vs JEPI
+41.5%
+229.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.7% | -9.9% | -10.0% |
| 7D | -12.2% | -1.0% | -11.2% | -11.2% |
| 30D | -19.7% | -1.4% | -18.3% | -18.4% |
| 3M | -37.4% | +3.5% | -40.9% | -40.1% |
| 6M | -42.3% | +1.9% | -44.2% | -43.4% |
| YTD | -49.5% | +4.4% | -54.0% | -51.7% |
| 1Y | -54.7% | +7.2% | -61.9% | -57.8% |
| 3Y | +249.6% | +29.8% | +219.8% | +204.4% |
| All | +270.7% | +41.5% | +229.2% | +222.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling