+14.7%
KMB vs BND
+15.6%
-0.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -3.9% |
| 7D | -8.6% | -0.1% | -8.5% | -8.5% |
| 30D | -7.5% | -0.2% | -7.3% | -7.4% |
| 3M | -0.6% | -0.7% | 0.0% | -0.1% |
| 6M | -1.5% | -1.7% | +0.1% | -0.3% |
| YTD | +1.6% | -0.5% | +2.1% | +2.1% |
| 1Y | -20.8% | +0.4% | -21.1% | -20.9% |
| 3Y | -12.4% | +13.1% | -25.5% | -19.3% |
| 5Y | -12.9% | -2.1% | -10.8% | -10.2% |
| 10Y | +14.7% | +15.7% | -1.0% | +8.0% |
| All | +14.7% | +15.6% | -0.9% | +8.0% |
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