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Contributor
Contributor

Geometric return calculation via set analysis

Hi,

I want to calculated the cumulative geometric return over the results of the months shown in a graph.

For example:

The return of month 1 is -2.5%

The return of month 2 is 3.5%

The return of month 3 is 1.5%


The cumulative return over this period is:

(1 + -2.5%) * (1 + 3.5%) * ( 1+ 1.5%) - 1

The outcome is 2.43%


Which formula can I use to calculated this via set analysis in a kpi box?


Thanks in advance

Best

Sebastiaan

1 Reply
Partner
Partner

in a first look it seems to be no easy but could be useful to have a sample app to work on.