Backtest
Put a fixed amount into one NSE share at a chosen interval, from a starting month you pick. We apply the closing prices we hold to work out what those purchases would be worth today, beside a second share or the NASI index if you add one.
Kapchorua Tea
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 260,738
Worth KES 381,738
Profit as a share of everything put in, over the whole run
+215.5 %
3.2× the money in
Money-weighted annual return (XIRR), price return only+21.7 %
Largest peak-to-trough fall in the holding's value, on held closes−51.1 %
Annualised standard deviation of daily returns41.3 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 105.00
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −73 | −2.9 % | KES 3,927 |
| 2017 | KES 16,000 | −2,789 | −26.8 % | KES 13,139 |
| 2018 | KES 28,000 | +2,282 | +11.6 % | KES 27,421 |
| 2019 | KES 40,000 | +3,019 | +8.9 % | KES 42,440 |
| 2020 | KES 52,000 | −1,021 | −2.1 % | KES 53,419 |
| 2021 | KES 64,000 | +13,502 | +22.5 % | KES 78,921 |
| 2022 | KES 76,000 | +15,719 | +18.4 % | KES 106,640 |
| 2023 | KES 88,000 | +100,535 | +88.9 % | KES 219,175 |
| 2024 | KES 100,000 | +20,374 |