+68.9%
JEPQ vs KGC
+520.4%
-451.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | -0.4% |
| 7D | -0.7% | -8.4% | +7.8% | +0.2% |
| 30D | +0.6% | +6.3% | -5.8% | -0.2% |
| 3M | +5.8% | +22.4% | -16.6% | +3.3% |
| 6M | +9.7% | -11.4% | +21.1% | +10.1% |
| YTD | +10.5% | +3.1% | +7.4% | +8.9% |
| 1Y | +18.4% | +26.6% | -8.2% | +13.8% |
| All | +68.9% | +520.4% | -451.5% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 3y: compounded portfolio wealth divided by compounded KGC 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…
3y analysis · Full analysis span regression · 6 months rolling