+18.9%
JEPQ vs KKR
-26.9%
+45.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.2% | -6.2% | +6.0% | +0.7% |
| 30D | +0.8% | -8.9% | +9.6% | +2.0% |
| 3M | +4.0% | +6.3% | -2.3% | +2.9% |
| 6M | +10.4% | +16.5% | -6.1% | +7.6% |
| YTD | +11.4% | -20.3% | +31.7% | +13.8% |
| 1Y | +18.9% | -29.8% | +48.7% | +21.4% |
| All | +18.9% | -26.9% | +45.8% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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