How can we help?
Get Started
Sign-Up
Funding & Withdrawal
Investing & Trading
Order types and execution
Trading hours and market calendars
Order rejections and halts
Dividends, corporate actions and share splits
Instruments
Portfolio Transfers
Incoming Portfolio Transfers
Outgoing Portfolio Transfers
Rewards
Sign-Up Reward
Portfolio Transfer Reward
Referral Reward
Products & Features
Enhanced charting features
Widget
Account Management
Documents & Statements
Privacy & Security
About Stake
Stake's Mission
Regulatory & Partners
Contact Stake
Performance calculation (dollar)
We know it's important to see how your investments are performing. The figures in your performance chart are designed to give you a helpful idea of your portfolio's journey over time.
How is my dollar performance calculated?
Your performance chart provides a complete picture of your investment decisions by tracking your total return in each period (for Wall St and Aus separately). This sums up:
- Unrealised gains/losses: The change in value of the investments you currently hold
- Realised gains/losses: The profit or loss from the investments you have already sold
Please note: This performance only reflects the money you have invested. It does not include any cash sitting in your buying power (uninvested funds).
We use the following formula:
Dollar return = Current equity – Starting equity – Dollars invested + Equities sold
Example:
| Amount | |
| Current equity | $1,700 |
| Starting equity | $1,000 |
| Dollars invested | $800 |
| Equities sold | $300 |
| Dollar return | $1,700 – $1,000 – $800 + $300 = +$200 |
Learn how we calculate your percentage return.
Your performance chart is for general information only. It shouldn’t be the sole basis for your investment decisions. Values may vary over time, and your actual returns may differ from those shown. Past performance is not a reliable indicator of future performance.
Did you find this helpful?