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Returns Calculators Hub

ROI, CAGR, and annualized return tools for performance comparison and return-quality analysis.

The returns hub helps compare investment performance using total return and annualized return frameworks.

Use these calculators for project ranking, portfolio reviews, and decision memos where duration-normalized metrics are required.

Sub-Hubs

Entity and Attribute Coverage

Core entities

  • ROI
  • CAGR
  • annualized return
  • holding period
  • return comparison

Primary use cases

  • Measure total return on completed investments
  • Normalize results across different holding periods
  • Compare return efficiency between strategy options

Calculators in this cluster

Frequently Asked Questions

When should I use ROI instead of CAGR?

Use ROI for total-period snapshots and CAGR for fair comparisons across different investment durations.

Can two investments have the same ROI but different quality?

Yes. If holding periods differ, annualized efficiency can be significantly different.

Does CAGR include risk?

No. CAGR smooths growth and should be paired with volatility and drawdown analysis.