Analytics annualized return stays honest

Annualized return no longer shows a crash rate from a short restatement. Warming up stays until value and deployed capital agree.

EarnOrg Team

Mobile · iOS v0.2.41 · August 13, 2026

Analytics annualized return no longer shows a crash rate from a short restatement of portfolio value. Warming up stays until value and deployed capital agree.

What's new

  • Annualized return follows time-weighted portfolio history instead of treating a short restatement as a crash
  • When portfolio value and deployed capital disagree, the KPI shows Warming up instead of an extreme percentage
  • When history is too short to annualize safely, Warming up stays until a longer window exists

Try it

Open Analytics in the EarnOrg iOS app and check Annualized return. If the figure is still settling, you should see Warming up rather than a crash-rate percentage.

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