+431.4%
KORU vs JEPI
+93.8%
+337.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +6.5% |
| 7D | -1.7% | -1.0% | -0.7% | +2.1% |
| 30D | +13.5% | -1.4% | +15.0% | +19.2% |
| 3M | -45.2% | +3.5% | -48.8% | -52.0% |
| 6M | +17.1% | +1.9% | +15.2% | +13.3% |
| YTD | +154.1% | +4.4% | +149.7% | +134.3% |
| 1Y | +375.7% | +7.2% | +368.5% | +302.6% |
| 3Y | +474.0% | +29.8% | +444.2% | +183.3% |
| 5Y | +60.4% | +41.7% | +18.7% | -33.3% |
| All | +431.4% | +93.8% | +337.6% | -24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling