-54.7%
OKLO vs JEPQ
+19.0%
-73.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -11.9% |
| 7D | -12.2% | -0.2% | -12.1% | -11.9% |
| 30D | -19.7% | +0.8% | -20.5% | -21.5% |
| 3M | -37.4% | +4.0% | -41.4% | -44.9% |
| 6M | -42.3% | +10.4% | -52.7% | -57.5% |
| YTD | -49.5% | +11.4% | -61.0% | -64.0% |
| 1Y | -54.7% | +18.9% | -73.6% | -81.4% |
| All | -54.7% | +19.0% | -73.7% | -81.4% |
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