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Portfolio Return Calculator

Work out portfolio return instantly with clear inputs, formula shown and shareable results.

About Portfolio Return Calculator

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.

Formula

Portfolio return

R_p = w_a R_a + w_b R_b

Worked example

With the default values below, Portfolio Return Calculator returns Portfolio Return of 10.8500%. Change any input above and every figure here is recalculated in your browser.

Inputs used

Weight In Asset Aaccepts 0–100 %
55 %
Return On Asset Aaccepts -80–200 %
14 %
Return On Asset Baccepts -80–200 %
7 %

Results

Portfolio Return
10.8500%
Contribution From Asset A
7.7000%
Contribution From Asset B
3.1500%
Return Gap Between The Assets
7.000%

Step by step

  1. 1Values used
  2. 2Portfolio return
  3. 3Portfolio Return= 10.8500
  4. 4Contribution From Asset A= 7.7000
  5. 5Contribution From Asset B= 3.1500
  6. 6Return Gap Between The Assets= 7.000

Assumptions and limits

  • The result is derived only from the 3 inputs listed above. Anything not among them is not part of the calculation.
  • In particular, this calculator does not take inflation, tax, fees or charges or compounding frequency into account.
  • Figures are rounded for display to 4 decimal places, so totals built from several rounded parts can differ slightly from the unrounded arithmetic.
  • 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.
  • This is an estimate for general information and not professional financial, tax or legal advice. See the full disclaimer for the limits that apply to this kind of calculator.

How these calculators are built and tested is described on the Methodology page. If a figure looks wrong, please report it.

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.

Frequently Asked Questions

Why do returns add but risks not?

Return is a linear function of weights; variance involves squared terms and covariances, which is why diversification works.

Should weights be start-of-period?

Yes for a single period. Over multiple periods, drifting weights need time-weighted or money-weighted methods.

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Portfolio Return Calculator – Calculate Portfolio Return