+90.9%
JEPQ vs KVUE
-20.4%
+111.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -0.2% | -5.1% | +5.0% | 0.0% |
| 30D | +0.8% | -6.3% | +7.1% | +1.0% |
| 3M | +4.0% | -0.5% | +4.5% | +3.9% |
| 6M | +10.4% | +3.1% | +7.3% | +10.1% |
| YTD | +11.4% | +6.7% | +4.7% | +11.0% |
| 1Y | +18.9% | -1.1% | +20.1% | +18.9% |
| 3Y | +70.3% | -8.7% | +79.0% | +70.2% |
| All | +90.9% | -20.4% | +111.4% | +91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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