+335.7%
OKLO vs JEPQ
+94.0%
+241.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.5% |
| 7D | +7.7% | +1.1% | +6.7% | +5.9% |
| 30D | -4.3% | +1.3% | -5.6% | -6.0% |
| 3M | -24.6% | +4.7% | -29.3% | -28.6% |
| 6M | -31.1% | +10.6% | -41.7% | -38.7% |
| YTD | -40.7% | +11.4% | -52.1% | -47.2% |
| 1Y | -42.4% | +19.4% | -61.9% | -52.1% |
| 3Y | +310.9% | +71.7% | +239.2% | +208.7% |
| All | +335.7% | +94.0% | +241.7% | +227.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling