Portfolio XIRR Calculator
The money-weighted return on a portfolio with several buys and sells, and CAGR for a single purchase
XIRR, a year
14.89%
- Put in
- ₹1,50,000
- Taken out
- ₹2,50,000
- Gain
- ₹3,00,000
- Absolute return
- 200.00%
Money-weighted: each rupee counts for as long as it was invested.
Cash flows, in date order
- 2020-01-01: bought
- −₹1,00,000
- 2021-01-01: bought
- −₹50,000
- 2024-01-01: sold
- +₹2,50,000
- : value now
- +₹2,00,000
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How this is calculated
Formula
Σ amountₖ ÷ (1 + XIRR)^(daysₖ ÷ 365) = 0
With your numbers
- 1Flows3 transactions plus the value on
- 2Solvethe rate that nets them to zero: 14.89%
- Dates are counted in days over a 365-day year, as spreadsheet XIRR does.
Frequently Asked Questions
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Terms used here
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