+791.6%
RKLB vs JEPQ
+94.0%
+697.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.2% |
| 7D | -2.0% | -0.2% | -1.9% | -1.7% |
| 30D | -22.4% | +0.8% | -23.2% | -23.7% |
| 3M | -45.2% | +4.0% | -49.1% | -48.9% |
| 6M | -12.5% | +10.4% | -22.9% | -26.4% |
| YTD | -9.8% | +11.4% | -21.2% | -25.2% |
| 1Y | +30.0% | +18.9% | +11.1% | -3.8% |
| 3Y | +942.2% | +70.3% | +871.9% | +302.8% |
| All | +791.6% | +94.0% | +697.7% | +214.5% |
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