+266.4%
KDP vs BND
+17.7%
+248.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.0% | -0.6% | +4.5% | +4.2% |
| 30D | +16.8% | +1.6% | +15.2% | +16.1% |
| 3M | +32.0% | -0.5% | +32.5% | +32.3% |
| 6M | +35.2% | -1.1% | +36.2% | +35.7% |
| YTD | +40.9% | -0.7% | +41.6% | +41.3% |
| 1Y | +47.7% | -0.7% | +48.3% | +48.0% |
| 3Y | +34.8% | +14.4% | +20.4% | +29.5% |
| 5Y | +22.6% | -1.1% | +23.7% | +20.7% |
| 10Y | +266.4% | +17.9% | +248.5% | +270.2% |
| All | +266.4% | +17.7% | +248.7% | +270.2% |
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