Monthly Performance OOP % Gain

[marathon]

Hi

Anyone can help?

Can I check what is the math behind the calculation because I cannot tally the monthly with the totals.

Have tried the obvious methods

1. adding up monthly totals (which is the "naive" way)
2. Using geometric i.e. (1 + Jan %) x (1 + Feb%) x ... (1+ Dec%) -1

Am expecting to have the exact same answer when comparing the total performance for the year with the monthly

[Mark]

Hi marathon,

This figure is not time weighted. It is a simple summation/division for whatever object/time period you choose. It is re-calculated for each separate object/time period in your report. The equation is shown here:

https://www.fundmanagersoftware.com/hel ... n_oop.html