+18.4%
KEY vs TD
+61.8%
-43.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.9% | +0.6% |
| 7D | -0.3% | -1.9% | +1.6% | +1.2% |
| 30D | -3.3% | -1.6% | -1.7% | -2.1% |
| 3M | -0.7% | +4.6% | -5.3% | -4.8% |
| 6M | +12.5% | +26.8% | -14.3% | -7.9% |
| YTD | +8.4% | +28.3% | -19.9% | -11.6% |
| 1Y | +18.4% | +60.4% | -42.0% | -14.9% |
| All | +18.4% | +61.8% | -43.4% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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