+15.3%
KHC vs JEPI
+94.5%
-79.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | -2.2% | -0.2% | -2.0% | -2.0% |
| 30D | -0.1% | -0.6% | +0.5% | +0.4% |
| 3M | +8.3% | +4.8% | +3.5% | +4.4% |
| 6M | +5.0% | +2.1% | +2.9% | +3.2% |
| YTD | +8.0% | +4.8% | +3.2% | +3.9% |
| 1Y | -1.1% | +8.4% | -9.5% | -7.4% |
| 3Y | -10.7% | +30.8% | -41.5% | -28.8% |
| 5Y | -13.5% | +41.0% | -54.5% | -35.4% |
| All | +15.3% | +94.5% | -79.2% | -44.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling