-0.1%
KMB vs BND
-2.0%
+2.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.6% |
| 7D | +6.0% | -0.1% | +6.1% | +6.1% |
| 30D | +13.5% | +1.3% | +12.2% | +12.6% |
| 3M | +3.8% | -0.7% | +4.5% | +4.3% |
| 6M | +15.6% | -1.6% | +17.2% | +16.9% |
| YTD | +14.0% | -1.0% | +15.0% | +14.9% |
| 1Y | +12.9% | -0.7% | +13.6% | +13.6% |
| 3Y | +3.7% | +14.1% | -10.4% | -2.7% |
| 5Y | -0.1% | -1.5% | +1.5% | +0.5% |
| All | -0.1% | -2.0% | +2.0% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling