Work out portfolio return instantly with clear inputs, formula shown and shareable results.
Portfolio return is the weight-averaged return of its holdings — unlike risk, returns combine linearly. Splitting the result into contributions shows which holding actually drove performance rather than which simply performed well.
Portfolio return
R_p = w_a R_a + w_b R_b
Figures are estimates for planning only. Market returns are not guaranteed, and rates, limits and tax rules change. This is not financial or tax advice — speak to a qualified adviser before acting.
Return is a linear function of weights; variance involves squared terms and covariances, which is why diversification works.
Yes for a single period. Over multiple periods, drifting weights need time-weighted or money-weighted methods.