+214.6%
KORU vs JEPQ
+94.0%
+120.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +6.1% |
| 7D | -1.7% | -0.2% | -1.6% | -0.7% |
| 30D | +13.5% | +0.8% | +12.8% | +13.1% |
| 3M | -45.2% | +4.0% | -49.2% | -42.3% |
| 6M | +17.1% | +10.4% | +6.7% | +21.8% |
| YTD | +154.1% | +11.4% | +142.7% | +165.4% |
| 1Y | +375.7% | +18.9% | +356.8% | +331.9% |
| 3Y | +474.0% | +70.3% | +403.7% | +126.7% |
| All | +214.6% | +94.0% | +120.6% | +5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling