-80.3%
OKLO vs JEPQ
+8.1%
-88.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.8% | -8.7% |
| 7D | -18.4% | -4.9% | -13.5% | -4.4% |
| 30D | -38.5% | -6.7% | -31.8% | -23.1% |
| 3M | -48.9% | -3.0% | -45.9% | -43.3% |
| 6M | -67.8% | +1.4% | -69.1% | -68.8% |
| YTD | -69.2% | +6.5% | -75.6% | -74.3% |
| 1Y | -80.3% | +8.4% | -88.7% | -84.2% |
| All | -80.3% | +8.1% | -88.4% | -84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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