+521.7%
KGC vs JEPI
+29.2%
+492.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.7% |
| 7D | -8.4% | -2.0% | -6.4% | -6.3% |
| 30D | +6.3% | -2.0% | +8.4% | +8.9% |
| 3M | +22.4% | +3.8% | +18.7% | +18.0% |
| 6M | -11.4% | +0.8% | -12.3% | -12.0% |
| YTD | +3.1% | +3.7% | -0.6% | 0.0% |
| 1Y | +26.6% | +7.1% | +19.5% | +19.2% |
| All | +521.7% | +29.2% | +492.5% | +389.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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