+52.0%
KR vs BND
-2.6%
+54.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | -0.2% | -1.0% | +0.8% | -0.1% |
| 30D | +5.1% | -1.1% | +6.2% | +5.1% |
| 3M | -8.2% | -1.9% | -6.3% | -8.0% |
| 6M | -18.0% | -1.6% | -16.4% | -17.9% |
| YTD | -4.8% | -1.2% | -3.5% | -4.7% |
| 1Y | -11.0% | -0.7% | -10.3% | -11.0% |
| 3Y | +37.7% | +12.5% | +25.1% | +35.2% |
| All | +52.0% | -2.6% | +54.7% | +39.2% |
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 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