Alpha measures the performance on a risk-adjusted basis. It measures the performance of an investment against a market index, which is used as a benchmark.
It is possible to display monthly or annualized alpha.
Can be calculated for different time periods: 3 months – 10 years.
The statistic cannot be calculated if benchmark data for the same time period are not available.
Continue your fund reporting workflow
This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.