Arithmetic Mean Return – Excel Template

Ivan Kitov
Ivan Kitov

Arithmetic Mean Return is a method for estimating return on investment over multiple time periods. It is calculated by adding the returns for all sub-periods and then dividing that sum by the total number of periods.

Some other related topics you might be interested to explore are Geometric Mean and Holding Period Return.

This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.

You can now download the Excel template for free.

Arithmetic Mean Return is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.

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