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55 resourcesMeasure annualised alpha versus a benchmark.
Open calculatorCalculatorAsset Allocation CalculatorFind a suggested portfolio mix based on your goals.
Open calculatorGuideBetaMeasures sensitivity to market movements.
Read guideCalculatorBeta CalculatorEvaluate an asset's volatility versus the market.
Open calculatorGuideCalmar ratioMeasures returns relative to maximum drawdown.
Read guideCalculatorCalmar Ratio CalculatorRisk-adjusted return using maximum drawdown.
Open calculatorCalculatorCalmar Ratio Quick CalculatorEstimate the Calmar ratio quickly using return and drawdown.
Open calculatorCalculatorCashflow Planning CalculatorBuild a portfolio strategy that supports your future goals.
Open calculatorCalculatorConditional Value at Risk (CVaR) CalculatorExpected shortfall beyond the VaR threshold.
Open calculatorCalculatorDownside Deviation & Sortino CalculatorCalculate downside deviation and the Sortino ratio.
Open calculatorCalculatorDownside Deviation CalculatorAssesses the volatility of negative returns.
Open calculatorGuideGoal-based investingHow much you need to invest to reach your goal.
Read guideCalculatorInformation Ratio CalculatorMeasure excess return relative to tracking error.
Open calculatorGuideInvest v mortgageWeigh up whether to invest or to reduce mortgage debt.
Read guideCalculatorInvesting Time To Target CalculatorEstimate time to reach your investment target.
Open calculatorCalculatorInvestment BondProject returns and charges on an investment bond.
Open calculatorCalculatorInvestment Growth CalculatorEstimate how your investment grows over time.
Open calculatorCalculatorInvestment Weighted ReturnsEstimate your investment return using cash flows.
Open calculatorCalculatorInvestment Wrapper ComparisonCompare ISAs, pensions, and GIAs side by side.
Open calculatorCalculatorJensen's Alpha CalculatorPerformance beyond market expectations using alpha.
Open calculatorCalculatorLISA Growth CalculatorEstimate how your Lifetime ISA investment could grow.
Open calculatorCalculatorMaximum Drawdown CalculatorMeasure the largest peak-to-trough loss over a period.
Open calculatorCalculatorMaximum Drawdown Duration CalculatorFind how long your portfolio stayed underwater.
Open calculatorCalculatorMaximum Drawdown Quick CalculatorQuickly estimate peak-to-trough portfolio loss.
Open calculatorCalculatorModigliani-Modigliani (M²) CalculatorMeasure risk-adjusted return compared to the market.
Open calculatorCalculatorMoney-Weighted Rate of Return CalculatorCalculate the rate of return factoring in cash flows.
Open calculatorGuideMoney-weighted returnThe money-weighted rate of return (MWRR).
Read guideCalculatorOmega Ratio CalculatorEvaluate risk–reward relative to a target return (MAR).
Open calculatorCalculatorOmega Ratio Quick CalculatorEstimate the Omega ratio with minimal inputs.
Open calculatorCalculatorPeriodic Investment Amount CalculatorRegular investment amount needed to reach your target
Open calculatorCalculatorPortfolio Metrics CalculatorBeta, alpha, R², tracking error and Information Ratio.
Open calculatorCalculatorPortfolio Rebalancing CalculatorRebalance your portfolio to target weights.
Open calculatorGuidePortfolio returnHow to calculate the return on your portfolio.
Read guideCalculatorR-squared CalculatorFund's movement as explained by a benchmark.
Open calculatorCalculatorRisk vs Reward CalculatorExplore how different risk levels affect returns.
Open calculatorGuideSharpe ratioCompare investments by risk-adjusted performance.
Read guideCalculatorSharpe Ratio CalculatorCalculate the Sharpe ratio to assess risk-adjusted return.
Open calculatorCalculatorSharpe Ratio Quick CalculatorEstimate the Sharpe ratio quickly with minimal inputs.
Open calculatorGuideSortino ratioMeasures returns relative to downside risk.
Read guideCalculatorSortino Ratio CalculatorRisk-adjusted returns using downside deviation.
Open calculatorCalculatorStandard Deviation & Variance CalculatorVolatility (σ) and variance (σ²) from returns or prices.
Open calculatorCalculatorStandard Deviation CalculatorMeasure the volatility of returns around the mean.
Open calculatorCalculatorStandard Deviation Quick CalculatorEstimate volatility with just return and average inputs.
Open calculatorGuideStocks or bonds?Compare the risk and return of stocks and bonds.
Read guideCalculatorTime Machine calculatorCompare how the same starting amount behaved historically across Bank Rate and selected global equity indices.
Open calculatorGuideTime to targetHow long it'll take to reach your target based based on your savings plan.
Read guideCalculatorTime-Weighted Rate of Return CalculatorCalculator for evaluating fund manager performance.
Open calculatorGuideTime-weighted returnWhat is the time-weighted rate of return and why is it important?
Read guideCalculatorTracking Error CalculatorCalculate the standard deviation of return.
Open calculatorCalculatorTreynor Ratio CalculatorAssess return versus market risk (beta).
Open calculatorCalculatorUpside Potential Ratio CalculatorAssess potential gains relative to downside risk.
Open calculatorCalculatorValue at Risk (VaR) CalculatorMaximum expected loss at a given confidence level.
Open calculatorCalculatorVariance CalculatorMeasure the dispersion of returns around the mean (σ²).
Open calculatorCalculatorVariance Quick CalculatorEstimate variance with just mean and deviation inputs.
Open calculatorCalculatorWeighted Average Return CalculatorEstimate your portfolio's weighted average return.
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