+188.7%
KORU vs JEPQ
+92.4%
+96.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -9.7% |
| 7D | +2.3% | -0.7% | +3.0% | +5.2% |
| 30D | +20.0% | +0.6% | +19.5% | +20.6% |
| 3M | -32.7% | +5.8% | -38.5% | -31.7% |
| 6M | +13.3% | +9.7% | +3.7% | +20.6% |
| YTD | +133.2% | +10.5% | +122.7% | +150.2% |
| 1Y | +357.3% | +18.4% | +338.9% | +322.5% |
| 3Y | +452.7% | +70.3% | +382.3% | +119.7% |
| All | +188.7% | +92.4% | +96.3% | -0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling