-26.6%
RKT vs JEPQ
+21.4%
-48.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.6% |
| 7D | +2.1% | +0.7% | +1.4% | +1.2% |
| 30D | +1.4% | +2.0% | -0.5% | -1.2% |
| 3M | +6.3% | +2.0% | +4.3% | +4.0% |
| 6M | -15.5% | +10.4% | -25.9% | -27.3% |
| YTD | -27.4% | +11.6% | -39.0% | -38.3% |
| 1Y | -26.6% | +20.7% | -47.3% | -45.5% |
| All | -26.6% | +21.4% | -48.0% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling