+326.6%
OKLO vs JEPI
+44.8%
+281.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | +7.7% | -1.1% | +8.9% | +9.2% |
| 30D | -4.3% | -1.3% | -3.0% | -2.9% |
| 3M | -24.6% | +3.3% | -28.0% | -27.6% |
| 6M | -31.1% | +1.0% | -32.1% | -31.7% |
| YTD | -40.7% | +4.2% | -44.9% | -43.1% |
| 1Y | -42.4% | +7.9% | -50.4% | -46.6% |
| 3Y | +310.9% | +30.0% | +280.9% | +259.0% |
| 5Y | +332.6% | +40.9% | +291.7% | +277.6% |
| All | +326.6% | +44.8% | +281.8% | +267.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling