+38.9%
KDP vs BND
-1.2%
+40.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.8% |
| 7D | -0.8% | -1.4% | +0.6% | +1.5% |
| 30D | +9.7% | +0.6% | +9.1% | +9.4% |
| 3M | +17.6% | -1.6% | +19.2% | +19.6% |
| 6M | +25.8% | -1.5% | +27.3% | +28.0% |
| YTD | +33.9% | -1.5% | +35.3% | +38.2% |
| 1Y | +38.9% | -1.1% | +40.0% | +43.7% |
| All | +38.9% | -1.2% | +40.1% | +43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling