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MODULE 05

Return & Performance

Teach the basic language used to describe investment outcomes before introducing product-specific performance analysis.
TOPICS16 Lessons|DURATION~160 Mins

Module Topics

Master these foundational topics to complete this module

16 Lessons
5.1
Return & Performance

What Is Investment Return?

5-10 MIN
5.2
Return & Performance

Income Return

5-10 MIN
5.3
Return & Performance

Capital Gain

5-10 MIN
5.4
Return & Performance

Capital Loss

5-10 MIN
5.5
Return & Performance

Total Return

5-10 MIN
5.6
Return & Performance

Absolute Return

5-10 MIN
5.7
Return & Performance

Percentage Return

5-10 MIN
5.8
Return & Performance

Annual Return

5-10 MIN
5.9
Return & Performance

Annualised Return

5-10 MIN
5.10
Return & Performance

CAGR

5-10 MIN
5.11
Return & Performance

Money-Weighted Return — Basic Concept

5-10 MIN
5.12
Return & Performance

XIRR — Why It Exists

5-10 MIN
5.13
Return & Performance

Benchmark — Basic Concept

5-10 MIN
5.14
Return & Performance

Relative Performance

5-10 MIN
5.15
Return & Performance

Gross Return vs Net Return

5-10 MIN
5.16
Return & Performance

Why Return Alone Is Not Enough

5-10 MIN
System Infrastructure

Where This Fits

Core Concepts

Core Concepts are the foundational principles of money, value, time, inflation, risk, and portfolio theory.

Core Concepts HubPersonal Finance Hub

Prerequisites

No prior financial knowledge required! First principles approach:

Financial Literacy

Applied In

Conceptual foundation applied directly in:

Money BasicsBanking & CashInvesting & DebtStock Market

Related Infrastructure

Time Value of MoneyInflation & Purchasing Power