Investment Glossary · Quick read · No ads
Excess Return
The short answer
The return of an investment above a benchmark or risk-free rate, used to measure the value added by an active manager or investment strategy.
What is Excess Return?
The return of an investment above a benchmark or risk-free rate, used to measure the value added by an active manager or investment strategy.
About this page. Written by Associate Professor Charles Lo, CPA, PhD. Checked against reliable sources before publication. No ads and no paywall. Editorial standards · How we fact check · Corrections log · Report an error
Educational information only. Nothing on this page is personal financial, tax or legal advice. Investing involves risk, including the possible loss of principal.
