Analytics annualized return stays honest

Annualized return uses time-weighted portfolio history and shows Warming up when value and deployed capital disagree.

Web · Dashboard v0.7.39 · API v0.9.44 · August 13, 2026

Analytics annualized return no longer treats a short restatement of portfolio value as a crash rate. It follows time-weighted history, and shows Warming up when value and deployed capital disagree.

What's new

  • Annualized return is computed from time-weighted portfolio history, not a one-week jump in recorded value versus deployed capital
  • 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, the same Warming up state stays until a longer window exists

Try it

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