Hi,
moomoo ID:0
Log Out
English
Back
Log in to access Online Inquiry

Time-weighted rate of return

Example:Rate of return

With reference to the rate of return, the time-weighted calculation rule is used to calculate the rate of return during the investment period (from April 18, 2016 to the previous trading day).

Time-weighted rate of return=[(1+R1)×(1+R2)×(1+R3)…(1+Rn)-1]×100%, Rn is the daily rate of return at time Tn.

Yield on the day = (total investment this time - total investment last time - this deposit + this withdrawal - this entry + this shipment) / (total investment last time + this deposit + this shipment)

Taking into account the transfer of funds and stocks, it will magnify the calculation of the return on the day, so it is not included in the calculation of the denominator of the return on the day.

For example, on January 1,2017, the total investment amount of A is ¥10,000, the return on that day is ¥1,000, and the return on that day is 10% (1,000/10,000). If A withdraws ¥5,000 that day, the return on that day is still 10%.



This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors.  It is provided without respect to individual investors’ financial sophistication, financial situation, investment objectives, investing time horizon, or risk tolerance. You should consider the appropriateness of this information having regard to your relevant personal circumstances before making any investment decisions. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. Moomoo makes no representation or warranty as to its adequacy, completeness, accuracy or timeliness for any particular purpose of the above content.