+24.8%
KEY vs TD
+54.6%
-29.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.8% | +0.6% | +1.2% | +1.3% |
| 30D | +7.1% | +5.0% | +2.2% | +3.3% |
| 3M | -5.9% | +1.1% | -7.0% | -6.7% |
| 6M | +2.2% | +16.5% | -14.3% | -10.0% |
| YTD | +6.4% | +34.3% | -27.9% | -15.4% |
| 1Y | +24.8% | +52.9% | -28.1% | -5.3% |
| All | +24.8% | +54.6% | -29.9% | -5.3% |
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