Not Financial Advice. CalcMoney provides calculators for educational and planning purposes only. Results are estimates and do not constitute financial, tax, or investment advice. Consult a qualified professional before making financial decisions. Terms apply.

Yield Analytics.

Deconstruct your investment performance with AI-driven attribution modeling.

Capital History

Cost Basis

$

Current Fair Value

$

Cumulative Dividends

$

Holding Horizon

Years

INVESTMENT ANALYTICS ENGINE

SYNCED: 21:44 UTC

Investment Performance Summary

Total Capital Gain

+$0

Total Percentage Return

Absolute growth relative to cost basis.

74.8%

Annualized Yield (CAGR)

Geometric mean return over the holding horizon.

11.73%

Passive Income Impact

Contribution of dividends to total realized performance.

$1,200

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