+270.7%
OKLO vs JEPQ
+94.0%
+176.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -10.5% |
| 7D | -12.2% | -0.2% | -12.1% | -12.1% |
| 30D | -19.7% | +0.8% | -20.5% | -20.5% |
| 3M | -37.4% | +4.0% | -41.4% | -40.2% |
| 6M | -42.3% | +10.4% | -52.7% | -48.6% |
| YTD | -49.5% | +11.4% | -61.0% | -55.1% |
| 1Y | -54.7% | +18.9% | -73.6% | -62.2% |
| 3Y | +249.6% | +70.3% | +179.3% | +162.5% |
| All | +270.7% | +94.0% | +176.7% | +178.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling