Work out rolling returns instantly with clear inputs, formula shown and shareable results.
Rolling returns compute the annualised result for every possible start date of a given window, which removes the luck of a single start and end point. The spread between best and worst window is the honest picture of an investment's consistency.
Rolling window CAGR
For each start: (Π(1+rₖ))^(1/w) - 1 over the w years in the window
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.
A single period can be flattered or ruined by its start date. Rolling windows show the range of experiences investors actually had.
Match it to your holding period — three and five years for equity funds, one year for short-term products.