-33.2%
KWEB vs JEPI
+7.1%
-40.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.3% | +5.1% | +4.6% |
| 7D | +8.6% | -2.7% | +11.3% | +10.8% |
| 30D | +0.9% | -0.3% | +1.2% | +0.3% |
| 3M | -13.2% | -1.3% | -11.9% | -12.8% |
| 6M | -13.2% | +2.5% | -15.7% | -16.3% |
| YTD | -27.3% | +4.0% | -31.2% | -30.7% |
| 1Y | -33.2% | +6.8% | -40.1% | -38.0% |
| All | -33.2% | +7.1% | -40.3% | -38.0% |
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