Calculator

Portfolio Return Calculator

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

COMPRENDRE LA RÉPONSE

Naka ceest-il xaymaé ?

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

Misaal bu am solo

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

Hypothèses xayma

  • 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.