+22.5%
KORU vs JEPI
+10.9%
+11.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.7% | -6.9% | -14.6% |
| 7D | -24.3% | +1.5% | -25.8% | -30.8% |
| 30D | -54.2% | +3.6% | -57.8% | -63.3% |
| 3M | -45.4% | +2.3% | -47.7% | -52.8% |
| 6M | -66.5% | +5.6% | -72.1% | -77.1% |
| YTD | +14.9% | +7.5% | +7.4% | -13.0% |
| 1Y | +22.5% | +10.6% | +11.9% | -17.3% |
| All | +22.5% | +10.9% | +11.6% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling