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.
Olympia
Every contribution added up, before any gain or loss
KES 121,000
The value reached less everything put in
+KES 194,384
Worth KES 315,384
Profit as a share of everything put in, over the whole run
+160.6 %
2.6× the money in
Money-weighted annual return (XIRR), price return only+18.2 %
Largest peak-to-trough fall in the holding's value, on held closes−48.9 %
Annualised standard deviation of daily returns64.0 %
Number of buys, one per scheduled trading day121
Total invested ÷ shares held, on closes adjusted for bonus issues and splitsKES 2.79
Value over time
Price and purchases
Detail
| Year | Invested | Gain | Return | Value |
|---|---|---|---|---|
| 2016part | KES 4,000 | −366 | −14.8 % | KES 3,634 |
| 2017 | KES 16,000 | +4,320 | +42.7 % | KES 19,954 |
| 2018 | KES 28,000 | −11,215 | −42.4 % | KES 20,739 |
| 2019 | KES 40,000 | −2,647 | −9.7 % | KES 30,092 |
| 2020 | KES 52,000 | +2,704 | +7.4 % | KES 44,796 |
| 2021 | KES 64,000 | −4,523 | −8.8 % | KES 52,273 |
| 2022 | KES 76,000 | +29,149 | +49.6 % | KES 93,422 |
| 2023 | KES 88,000 | +10,445 | +10.5 % | KES 115,867 |
| 2024 | KES 100,000 | −17,616 |