Geometric Mean Return – Excel Template

Ivan Kitov
Ivan Kitov

Geometric Mean Return is a method for estimating return over multiple time periods. The geometric mean considers the effect of compounding. The process in which an asset’s earnings from one period can be reinvested to generate more earnings over subsequent periods.

Some other related topics you might be interested to explore are Arithmetic 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.

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

    By continuing you agree to 365 Data Science’s Terms of Use and Privacy Policy