Expected Performance

How Is CAPM Calculated?

For each investment, the expected return Capital Asset Pricing Model (CAPM) is calculated using the established Capital Asset Pricing Model […]

For each investment, the historical expected return is calculated as the annualised geometric (compound) average of its daily returns over

This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve

This section shows the expected return and volatility (risk of loss) for each individual holding in your portfolio. Each holding