+777.6%
RKLB vs JEPQ
+92.4%
+685.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | 0.0% |
| 7D | -2.9% | -0.7% | -2.2% | -1.5% |
| 30D | -22.6% | +0.6% | -23.1% | -23.4% |
| 3M | -41.0% | +5.8% | -46.8% | -46.9% |
| 6M | -10.1% | +9.7% | -19.8% | -23.2% |
| YTD | -11.2% | +10.5% | -21.7% | -25.1% |
| 1Y | +34.2% | +18.4% | +15.8% | +0.4% |
| 3Y | +899.4% | +70.3% | +829.0% | +286.3% |
| All | +777.6% | +92.4% | +685.2% | +215.1% |
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