Margin interest and its drag on returns

Does the actual cost of borrowed funds erode investment results?

Portfolio (example holdings) PRT-039 Line Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Latest value
166,913 HKD
Change over period
5.36 %
Period high
2,842,367 HKD
Period low
47,607 HKD

Borrowing and interest curves

Cumulative margin interest (accounting currency) (Line)

Profit/loss before and after interest

Average borrowing cost (% per annum) (Bar)

Actual terms and fees

Cumulative margin interest (accounting currency) and Average borrowing cost (% per annum) (Table)

Sample data rows

Posting dateCumulative margin interest (accounting currency)Average borrowing cost (% per annum)Data date (sample)
2025-10-16 158416 11874 2025-10-16
2025-11-03 1140488 1612 2025-11-03
2025-11-17 300625 6355 2025-11-17
2025-12-03 155540 6122 2025-12-03
2025-12-19 87615 2740 2025-12-19
2026-01-02 184671 6080 2026-01-02
2026-01-20 129730 3685 2026-01-20
2026-02-05 1332379 1918 2026-02-05
2026-02-23 126992 1057 2026-02-23
2026-03-09 587135 5553 2026-03-09
2026-03-25 318310 3074 2026-03-25
2026-04-10 549844 1360 2026-04-10
2026-04-24 118586 5389 2026-04-24
2026-05-12 262562 1936 2026-05-12
2026-05-28 106966 1156 2026-05-28
2026-06-11 174985 1965 2026-06-11
2026-06-29 292604 1867 2026-06-29
2026-07-15 2842367 4243 2026-07-15
2026-07-31 1570298 8176 2026-07-31
2026-08-14 1407989 1149 2026-08-14
2026-09-01 284948 4586 2026-09-01
2026-09-17 452641 943 2026-09-17
2026-10-01 411788 1271 2026-10-01
2026-10-16 166913 2535 2026-10-16