What is the performance report?
Our performance report allows you to clearly compare the performance of different assets in your portfolio over the time period of your choice. This is particularly useful if you have mixed-asset portfolios and global investments, as it allows you to clearly see the cumulative impact of capital gains, dividends, foreign currency and brokerage fees on your returns.
While most brokers simply show you the difference between the buy and sell (or current) price of your investments, Royal Returns considers the factors listed above to calculate returns on an annualised and money-weighted basis. This is done so you can get a comprehensive view of your investment performance and understand how an allocation of capital has performed over the time it has been invested.
