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  2. Rate of return on a portfolio - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return_on_a_portfolio

    The rate of return on a portfolio can be calculated indirectly as the weighted average rate of return on the various assets within the portfolio. [3] The weights are proportional to the value of the assets within the portfolio, to take into account what portion of the portfolio each individual return represents in calculating the contribution of that asset to the return on the portfolio.

  3. How to Calculate Rolling Returns

    www.aol.com/calculate-rolling-returns-180005343.html

    Or you could look at rolling returns on a yearly basis, which means removing returns for 2006 and recalculating using returns for 2017. This makes it fairly easy to customize rolling returns ...

  4. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    Any investment with a nominal annual return (i.e., unadjusted annual return) less than the annual inflation rate represents a loss of value in real terms, even when the nominal annual return is greater than 0%, and the purchasing power at the end of the period is less than the purchasing power at the beginning.

  5. How To Calculate Return on Investment (ROI) - AOL

    www.aol.com/finance/calculate-return-investment...

    This investment had a negative 40% ROI in two and a half years. Return on Investment and Time. The basic ROI calculation does not consider the amount of time the investment is held. If you only ...

  6. Return on investment - Wikipedia

    en.wikipedia.org/wiki/Return_on_investment

    Return on investment (ROI) or return on costs (ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favorably to its cost.

  7. Holding period return - Wikipedia

    en.wikipedia.org/wiki/Holding_period_return

    In finance, holding period return (HPR) is the return on an asset or portfolio over the whole period during which it was held. It is one of the simplest and most important measures of investment performance. HPR is the change in value of an investment, asset or portfolio over a particular period.

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