+170.1%
KDP vs BND
+15.0%
+155.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -4.3% | -0.9% | -3.4% | -4.0% |
| 30D | +7.8% | -1.0% | +8.8% | +8.2% |
| 3M | -0.1% | -1.2% | +1.2% | +0.4% |
| 6M | +14.0% | -2.0% | +16.0% | +14.9% |
| YTD | +15.1% | -1.2% | +16.2% | +15.6% |
| 1Y | +18.5% | -0.5% | +19.0% | +18.8% |
| 3Y | +2.9% | +12.4% | -9.5% | -0.9% |
| 5Y | +3.0% | -2.5% | +5.4% | +2.0% |
| All | +170.1% | +15.0% | +155.0% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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