Need some help on the Compare Returns Chart

Support
1

I am comparing two assets; both are in Indian Rupees. The main asset is a Kotak private investment fund (the red line), the other is an account holding equity mutual funds (gray line). The main asset has data from July 17 onwards.

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If you look at the left side of the chart, there are these strange spikes and corresponding tooltip values. Obviously Equity Mutual Funds was not up 91.9% in just 4 days, neither was Kotak up 45.64% in that period.

Is this a bug or is there something I am not understanding?

2

The other odd thing is that the Kotak fund shows a spike from 0 to its initial market value.

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The fund was purchased on July 18 as you can see from the transactions, but the chart starts from July 17, which it really should not.

3

Judging by the timeline you have enabled always annualizing returns. In such case, it does make sense to do 95% in 4 days (as the 4 day’s returns is extrapolated to a whole year). Just change it to Auto. Click “Set as project defaults” as well if you want.

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4

If you select “max”, the chart will start from the day before, so it will always start at 0 - this way you clearly know you have the full history

5

OK. That makes sense. Looking much better now.

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I have another question. I have my accounts nested. It is like Zerodha and within that I have Equity Mutual Funds, Debt Mutual Funds, and Arbitrage Mutual Funds. I don’t seem to be able to compare against Zerodha, i.e. the parent level.

6

Currently the only way to use an account folder as a benchmark is create a filter, as you can use any filter as a benchmark. The filter would be Account folder includes Zerodha.
Once you save it, you can search for it on the benchmarks list.