+90.4%
JEPQ vs KGC
+543.3%
-452.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.2% |
| 7D | +1.4% | +2.4% | -1.0% | +1.1% |
| 30D | +1.3% | +9.2% | -7.9% | +0.1% |
| 3M | +3.8% | +16.7% | -12.9% | +1.5% |
| 6M | +12.2% | -7.0% | +19.2% | +12.2% |
| YTD | +11.6% | +7.5% | +4.1% | +9.1% |
| 1Y | +19.9% | +34.4% | -14.5% | +13.6% |
| 3Y | +71.9% | +552.0% | -480.1% | +30.1% |
| All | +90.4% | +543.3% | -452.9% | +48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling