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Company Information
Data Import
- Available fields for Mass Portfolio Composition Import
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Factsheet Publishing
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Fundpeak API
Other
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Performance Data
- Displaying daily data in default templates
- Edit cash transactions for MT4
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- How to display live and backtested results in a single table or chart
- How to display net and gross results in a single factsheet
- Monthly Performance (Current Year)
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Portfolio Composition
Portfolio Tool
Program Information
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- Import Fund Terms
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Statistics
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- Difference between compounded and non compounded rate of return
- Downside Correlation
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- Switch between compounded and noncompounded calculation
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- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
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- Year To Date (YTD)
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Tables
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- Statistics
- Switch between compounded and noncompounded calculation
Switch between compounded and noncompounded calculation
Created On
Last Updated On
byadmin
You can set the calculation method separately for each program or portfolio.
Program
You can choose between compounded and non compounded calculation in the Program Terms section.
Portfolio
You can set the calculation method on the portfolio editing page.
Not only statistics but also charts are affected by this setting.
See also What’s the difference between compounded and non compounded rate of return?
