Where it is

ScreenStrategyBasic

Under the hero on a strategy page (right column on desktop), and on a portfolio page, where the same card is worked out from your own value. Four lead figures, then the rest ("All N figures" on a phone). Basic and Advanced.

Index in this video: Allcap (strategy page).

What it means

The key figures card is worked out in the app from the weekly model history, over the period you chose and against the primary benchmark. It leads with four figures, by default Today, Growth per year, Max drawdown and Minimum (a phone shows Volatility as the fourth), and shows the benchmark twin under each shared figure. Today is the model's change on the latest session, with NIFTY 50 under it. On a phone "All N figures" opens the rest, and on a desktop the rest follow on the card; Customise chooses the lead four.

The formula

Each figure is recomputed for the chosen window, except Today, which is the latest session. Growth per year and alpha need at least a year, otherwise the card shows the return for the months there are.

As computed in the RupeeCase app
Each figure = recomputed over the chosen period, against the primary benchmark
Today = the model's change on the latest session (n/a before the disclosure is accepted)
Lead four by default: Today, Growth per year, Max drawdown, Minimum (change them in Customise)
Growth per year and alpha need a window of 1 year or more

Worked example

Example only

  • Period 5Y: Growth per year 20%, NIFTY 50 10%
  • Period 1Y: "Return, last year" replaces growth per year
  • Lead four on a phone; "All 9 figures" opens the rest

How to read it

  • The small line under a figure is the benchmark for the same window.
  • Today, Minimum, Rebalance, Stocks and Inception do not change with the period.
  • The info button explains each figure and lets you pin it to Basic.

Watch out

  • Figures follow the period; Marketplace cards do not.
  • Alpha here is the growth per year difference, not total return points.

Transcript

Tap Sound on for voice and music. These are the captions of the video, chapter by chapter.

  1. 0:00Where it is. Key figures sit under the hero, worked out for your period.
  2. 0:07What it means. Four lead figures come first. The rest are one tap away.
  3. 0:29Worked example. Worked example, example only: Period 5Y: Growth per year 20%, NIFTY 50 10%. Period 1Y: "Return, last year" replaces growth per year. Lead four on a phone; "All 9 figures" opens the rest.
  4. 0:35How to read it. The info button explains each figure on the card.
  5. 0:49Watch out. Watch out: Figures follow the period; Marketplace cards do not. Alpha here is the growth per year difference, not total return points.

Terms in this tutorial

  • CAGRCompound Annual Growth Rate.
  • drawdownThe peak-to-trough decline during a specific period.
  • Sharpe ratioReturn above a risk free rate for each unit of volatility.
  • volatilityHow much returns fluctuate.

Learn it in depth