Why are there mismatches in figures between the Performance Vs Performance Attribute Charts?


Canopy
Last Updated: 1 year ago

The differences noted between both diagrams are solely due to its calculation methodologies

This diagram; Performance is calculated via Time-Weighted Return (TWR)

This diagram; Performance Attribution, is calculated via Simple Performance

Formula: [(End Networth - Start Networth - Net Fund Flow) / Start Networth]


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