+249.6%
OKLO vs JEPQ
+70.7%
+178.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -11.3% |
| 7D | -12.2% | -0.2% | -12.1% | -12.0% |
| 30D | -19.7% | +0.8% | -20.5% | -21.1% |
| 3M | -37.4% | +4.0% | -41.4% | -42.5% |
| 6M | -42.3% | +10.4% | -52.7% | -53.4% |
| YTD | -49.5% | +11.4% | -61.0% | -59.5% |
| 1Y | -54.7% | +18.9% | -73.6% | -68.0% |
| 3Y | +249.6% | +70.3% | +179.3% | +105.0% |
| All | +249.6% | +70.7% | +178.9% | +105.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling