Time-weighted returns
Reduce distortion from deposits and withdrawals when evaluating investment performance.
Measure performance in context
Compare your portfolio return with KSE-100 and KMI30
A positive return does not necessarily mean a portfolio outperformed the market. FolioSync compares transaction-aware portfolio performance with major PSX benchmarks.
Product information reviewed June 2026
What you can do
Two benchmarks
Compare against KSE-100 and KMI30 where benchmark data is available.
Period controls
Review short and longer comparison windows from the analytics screen.
Portfolio-level analysis
Evaluate portfolios independently rather than mixing strategies and cash flows.
How it works
- 1Keep portfolio transactions and cash-flow dates complete.
- 2Open portfolio analytics and select a comparison period.
- 3Interpret the gap against the benchmark together with risk, allocation and income.
Frequently asked questions
Why use time-weighted return?
It reduces the impact of the timing and size of external deposits or withdrawals when assessing investment performance.
Does a benchmark comparison include risk?
No single return comparison captures all risk. Review allocation and volatility context as well.
Can portfolios be compared separately?
Yes. FolioSync maintains analytics per portfolio.