Year Open High Low Close return

1979 118.76
1980 148.25 0.221795 22.17954
1981 227.72 0.429217 42.92168
1982 235.83 0.034994 3.49944
1983 252.92 0.069962 6.996203
1984 271.87 0.072251 7.225078
1985 527.36 0.662559 66.25594
1986 524.45 -0.00553 -0.55333
1987 442.17 -0.17066 -17.0656
1988 666.26 0.409986 40.99856
1989 778.64 0.155869 15.58688
1990 1048.29 0.297367 29.73667
1991 1027.38 1955.29 1908.85 0.599341 59.93407
1992 4546.58 2615.37 0.314905 31.49046
1993 2617.78 3459.07 3346.06 0.246378 24.6378
1994 3436.87 4643.31 3926.9 0.160067 16.00668
1995 3910.16 3943.66 3110.49 -0.23307 -23.307
1996 3114.08 4131.22 2713.12 3085.2 -0.00816 -0.81638
1997 3096.65 4605.41 3096.65 3658.98 0.170568 17.05679
1998 3658.34 4322 2741.22 3055.41 -0.18027 -18.0271
1999 3064.95 5150.99 3042.25 5005.82 0.493687 49.36874
2000 5209.54 6150.69 3491.55 3972.12 -0.2313 -23.1301
2001 3990.65 4462.11 2594.87 3262.33 -0.19686 -19.6858
2002 3262.01 3758.27 2828.48 3377.28 0.034629 3.462899
2003 3383.85 5920.76 2904.44 5838.96 0.547482 54.7482
2004 5872.48 6617.15 4227.5 6602.69 0.122924 12.29244
2005 6626.49 9442.98 6069.33 9397.93 0.353012 35.30123
2006 9422.49 14035.3 8799.01 13786.91 0.38323 38.32301
2007 13827.77 20498.11 12316.1 20286.99 0.38626 38.62602
2008 20325.27 21206.77 7697.39 9647.31 -0.7433 -74.3301
2009 9720.55 17530.94 8047.17 17464.81 0.593509 59.35089
2010 17473.45 21108.64 15651.99 20509.09 0.16068 16.06802
2011 20621.61 20664.8 15135.86 15454.92 -0.28294 -28.2941
2012 15534.67 19612.18 15358.02 19426.71 0.228722 22.87215
2013 19513.45 21483.74 17448.71 21170.68 0.085968 8.596828
2014 21222.19 28822.37 19963.12 27499.42 0.261548 26.15477
2015 27485.77 30024.74 24833.54 26117.54 -0.05156 -5.15578
2016 26101.5 29077.28 22494.61 26626.46 0.019298 1.929834
2017 26711.15 31522.87 26447.06 31290.74 0.161417 16.14167
Year Close Return % PRODUCT(D2:D40)^(1/COUNT(D3:D40))
1979 118.76
1980 148.25 22.17954 122.1795
1981 227.72 42.92168 142.9217
1982 235.83 3.49944
1983 252.92 6.996203
103.4994
106.9962
Sensex Clos
35000
1984 271.87 7.225078 107.2251
1985 527.36 66.25594 166.2559
1986 524.45 -0.55333 99.44667 30000
1987 442.17 -17.0656 82.93443
1988 666.26 40.99856 140.9986 25000
1989 778.64 15.58688 115.5869
1990 1048.29 29.73667 129.7367 20000
1991 1908.85 59.93407 159.9341
1992 2615.37 31.49046 131.4905 15000
1993 3346.06 24.6378 124.6378
1994 3926.9 16.00668 116.0067 10000
1995 3110.49 -23.307 76.693
1996 3085.2 -0.81638 99.18362 5000
1997 3658.98 17.05679 117.0568
1998 3055.41 -18.0271 81.97294
0
1999 5005.82 49.36874 149.3687
79 81 83 85 87 89 91 93 95 97 99 01 0
2000 3972.12 -23.1301 76.86987 1 9 1 9 1 9 1 9 1 9 1 9 1 9 1 9 1 9 1 9 1 9 20 20
2001 3262.33 -19.6858 80.31417
2002 3377.28 3.462899 103.4629
2003 5838.96 54.7482 154.7482
2004 6602.69 12.29244 112.2924
2005 9397.93 35.30123 135.3012
2006 13786.91 38.32301 138.323
2007 20286.99 38.62602 138.626
2008 9647.31 -74.3301 25.66993
2009 17464.81 59.35089 159.3509
2010 20509.09 16.06802 116.068
2011 15454.92 -28.2941 71.70592
2012 19426.71 22.87215 122.8722
2013 21170.68 8.596828 108.5968
2014 27499.42 26.15477 126.1548
2015 26117.54 -5.15578 94.84422
2016 26626.46 1.929834 101.9298
2017 31290.74 16.14167 116.1417
average 14.66835
GA 9.962863
 80

60

40

Sensex Close 20

0
Column C
-20

-40

-60

-80

Close -100

87 89 91 93 95 97 99 01 03 05 07 09 11 1 3 1 5 1 7
1 9 1 9 1 9 1 9 1 9 1 9 1 9 20 20 20 20 20 20 20 20 20
Column C
CAGR and GM are the same
money return return relative
100
200 1 2
110 -0.45 0.55
0.275 1.048809 0.048809
return return relative
is 100 becoming 110 @ 27.5% pa or @ 4.9% pa? 25 125
4.9 is the right answer 25 125
-50 50
92.10079 -7.89921

multi period returns can also be calcualted similarly as

HPR multi period returns %

0.1 1.1
square root of 1.1 - 1
4.88%
multi period
100
125
156.25
78.125 0.78125
0.92 3rd root
-7.9 multi period return

amounts amounts as per GA%

100 92.4
125 85.3776
156.25 78.54739
78.125
scenario Chance Return(%)
1 0.25 36
2 0.5 26
3 0.25 12

Price as on
stock 1.6.16
X 20
Y 30
Z 50
Price as
on Yearly
1.6.17 dividend Weights in portfolio
30 2 30%
40 3 30%
60 5 40%