Investment Performance Lab
- Enter your Initial Investment amount (the cost basis).
- Enter the current or expected Final Value of the asset.
- Input the total Time Period (years) the investment was held.
- Observe the Asset Growth Analysis visual showing initial capital vs profit yield.
- View your Total ROI %, Annualized CAGR, and Net Profit in real-time.
- Review the Financial Wisdom section to understand compounded growth better.
- Click Copy Report to save the financial data for your portfolio tracking.
Frequently Asked Questions
What is ROI?
ROI (Return on Investment) is a financial metric used to calculate the probability of gaining a profit from an investment. It is a ratio that compares the gain or loss from an investment relative to its cost.
How is Annualized ROI (CAGR) different from ROI?
ROI shows the total gain over the entire period of an investment. Annualized ROI (or Compound Annual Growth Rate) shows the average yearly growth. This is essential for comparing investments held for different lengths of time.
Is a higher ROI always better?
Generally, yes, but ROI must be weighed against risk. High-ROI investments often come with higher volatility or risk of capital loss. Always consider the 'Risk-Adjusted Return' when making financial decisions.
Does this ROI calculator include taxes?
No. This tool calculates 'Gross ROI' based on the initial and final values you provide. To find your 'Net ROI,' you must subtract any capital gains taxes, trading fees, or maintenance costs from your final profit.
Wealth Lab Benefits
- Instant ROI and CAGR (Annualized) algorithms
- Visual asset growth analysis and initial capital modeling
- Supports loss and profit tracking scenarios
- Integrated net profit calculation and dashboard
- 100% private — your financial data stays local
- Mobile-optimized for checking portfolio gains on the go