Scalable way to calculate XIRR?

[Stek123]

Hi!

Working on a project where I need to calculate IRR. I am aware of the XIRR-formula but do not how I would calculate rolling IRR. The data is like this: 

Transcation type	Date	Amount
Capital call	2019-09-30	- 1 000 000
Fair value	2019-12-30	1 000 000
Capital call	2020-03-30	- 500 000
Capital call	2020-09-07	- 500 000
Fair value	2021-01-07	2 000 000
Fair value	2021-09-30	2 500 000

I want to ignore previous "fair value" when calculating IRR. When calculating IRR for 2019-12-30: only considering capital call from 2019-09-30 and fair value from 2019-12-30, while for 2021-09-30: only consider all capital calls and latest fair value ( 2 500 000), but ignore all else fair values (2 000 000, 1 000 000). 

Would anyone be able to help? 

[v-xiaosun-msft]

Hi @Stek123 ,

Please refer to the following link which may be helpful to you.

Solved: Rolling XIRR Calculation - Microsoft Power BI Community

Best Regards,
Community Support Team _ xiaosun

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