Recorded net return
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Includes realized gains and dividends
Live YTD portfolio tracking
See portfolio performance without the noise.
One clear view of net return, active-position P&L, market benchmarks, allocation, and realized gains. Data is read directly from the connected Google Sheet.
Floating P&L
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Active positions at the latest recorded price
Versus IHSG
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Net-return spread against the benchmark
Trading-day records
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Current YTD dataset
Performance comparison
Portfolio versus market benchmarks
Each selected period is rebased to 0% for an easier like-for-like comparison.
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Current mix
5 assets
Portfolio allocation
Return windows
Percent return
Key performance statistics
Short- and medium-term changes are calculated from available trading-day records.
| Indicator | 1D | 1W | 1M | 3M | YTD |
|---|---|---|---|---|---|
| Waiting for live data… | |||||
Cash events
Realized gains & dividend history
Recorded YTD events that contribute to the total net return.
Dividend BBCAWithdrawn
+0.05%Dividend B***Dividend income
+1.74%Dividend B***Dividend income
+1.56%Dividend N***Dividend income
+0.36%Dividend B***Dividend income
+0.66%Dividend B***Dividend income
+2.57%Sell T***Realized gain
+2.93%Sell T***Realized gain
+6.69%Sell A***Realized gain
+0.89%Dividend B*** & K***Dividend income
+0.28%
Personal tracking dashboard
Figures are presented for monitoring and documentation. They are not investment advice. Benchmark and portfolio series are rebased only inside the comparison chart; headline cards retain the recorded YTD values.