Average Return Calculator

Real-time arithmetic, geometric, annualized & statistical return analysis with export, CSV import, charting and scenario saves.

Return Periods

Add returns for each period (percent). For dates, use optional date column for clarity.

Period	Date (optional)	Return (%)	Weight (optional)	Cumulative Value	Actions

Tip: Press Tab to quickly add multiple returns. Negative returns allowed for losses. Zero allowed.

Calculation Options

Period Type

Initial Investment

Risk-free rate (%)

Display Options

Show calculation steps

Annualize monthly returns (×12)

Results

All values auto-update as you edit returns.

0 periods

Arithmetic Mean

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Geometric Mean (Compound)

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Annualized Return

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CAGR (if dates provided)

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Std. Deviation

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Sharpe Ratio

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Final Value (with compounding)

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Steps & breakdown

Growth Chart