Kelly Letter

9Sig Return Tracker

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Quarterly compounding dashboard

Track the path.
Measure the return.

Compare your portfolio’s actual quarterly value against four potential return paths. Every entry stays private in this browser unless you export it.

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Potential vs. actual

Quarterly portfolio value

Potential Actual
Add actual balances below to plot your progress.

Quarterly ledger

The selected scenario drives the potential and variance columns.

Enter your quarter-end value in the Actual column
Quarter Potential Actual Difference Variance

Method: each annual target is divided into four equal quarterly rates and compounded every three months. Projections are illustrative potential returns, exclude contributions, withdrawals, fees, and taxes, and are not investment advice.