+474.0%
KORU vs JEPQ
+70.7%
+403.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +5.5% |
| 7D | -1.7% | -0.2% | -1.6% | -0.5% |
| 30D | +13.5% | +0.8% | +12.8% | +13.0% |
| 3M | -45.2% | +4.0% | -49.2% | -42.3% |
| 6M | +17.1% | +10.4% | +6.7% | +20.9% |
| YTD | +154.1% | +11.4% | +142.7% | +163.4% |
| 1Y | +375.7% | +18.9% | +356.8% | +326.2% |
| 3Y | +474.0% | +70.3% | +403.7% | +76.7% |
| All | +474.0% | +70.7% | +403.3% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ 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 JEPQ 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