ANALYSING PERFORMANCE
IS ESSENTIAL
Having Agreed Targets based on Historical Expectancy
Here we can compare the 'Actual Performance' against the 'Expected Performance'
Our Expected Performance:
As already discussed in the "About RISKonFX" section of this website, the expected average monthly gain is calculated at +12.00% of each starting monthly balance. Compounding will be utilised in this account at the end of each trading month, with straight line percentage trading during the month in question. Each trade will be risking 3.00%. With these simple figures we can tabulate our progress and measure 'Actual Returns' against 'Expected Returns', both individually and accumulated.
Note: The active trading months run from February to November only.
Account Opening Balance
$1,000 USD
Month End:
Feb 19
Mar 19
Apr 19
May 19
Jun 19
Jul 19
Aug 19
Sep 19
Oct 19
Nov 19
Expected Return:
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
Year 1 End:
(*)Expected Total Equity:
$1,120
$1,254
$1,405
$1,574
$1,762
$1,974
$2,211
$2,476
$2,773
$3,106
$3,106
(*)Actual Total Equity:
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
(**)Performance Variance
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
Actual Return:
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
(*)Expected Total Equity:
$3,479
$3,896
$4,363
$4,887
$5,474
$6,130
$6,886
$7,690
$8,613
$9,646
$9,646
Month End:
Feb 20
Mar 20
Apr 20
May 20
Jun 20
Jul 20
Aug 20
Sep 20
Oct 20
Nov 20
Expected Return:
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
Year 2 End:
Actual Return
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
(*)Actual Total Equity:
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
(**)Performance Variance
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
(**)Performance Variance
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
Month End:
Feb 21
Mar 21
Apr 21
May 21
Jun 21
Jul 21
Aug 21
Sep 21
Oct 21
Nov 21
Actual Return
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
(*)Expected Total Equity:
$10,804
$12,100
$13,552
$15,179
$17,000
$19,040
$21,325
$23,884
$26,750
$29,960
$29,960
(*)Actual Total Equity:
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
Expected Return:
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
Year 3 End:
Month End:
Feb 22
Mar 22
Apr 22
May 22
Jun 22
Jul 22
Aug 22
Sep 22
Oct 22
Nov 22
Expected Return:
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
+12.0%
Year 4 End:
Actual Return
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
(*)Expected Total Equity:
$33,555
$37,582
$42,092
$47,143
$52,800
$59,136
$66,232
$74,180
$83,081
$93,051
$93,051
(*)Actual Total Equity:
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
(**)Performance Variance
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
$-
(*) Expected Total Equity and Actual Total Equity are inclusive of all deposit balances made to fund the account. Equity does not equal profit. Equity less deposits equal profit made.
(**) Performance Variance measures the difference between the "Expected Total Equity" and the "Actual Total Equity", illustrating how far ahead or behind we are from our expectations.