Calculator

Portfolio Return Calculator

Estimate a two-asset weighted portfolio return from returns and allocation weights.

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E fuafua pefea te mea tenei?

This calculator applies the displayed investment formula directly to your inputs. It keeps full precision during the calculation and rounds only the displayed result.

Portfolio Return formulaPortfolio return = return A × weight A + return B × weight B

He fakaaogāga moni

Using the default example values, the calculator substitutes 8 and 4 plus 35 into the formula. Change the values to model your own scenario.

Nā manatu o te fuafuaga

  • The values entered for asset a return and asset b return are accurate for the scenario.
  • Rates and recurring amounts remain constant for the period represented by the formula.
  • Provider fees, taxes and timing differences are excluded unless they are explicit inputs.