-11.8%
RKLB vs JEPQ
+13.0%
-24.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.1% | -3.9% |
| 7D | 0.0% | +1.1% | -1.1% | -3.5% |
| 30D | -21.2% | +1.3% | -22.5% | -24.4% |
| 3M | -41.7% | +4.7% | -46.4% | -49.8% |
| 6M | -11.8% | +10.6% | -22.4% | -37.0% |
| All | -11.8% | +13.0% | -24.8% | -37.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling