Charts based on excess returns:
- Annual Excess Returns
- Monthly/Daily Excess Returns
- Distribution of Excess Monthly/Daily Returns
- Risk/Return Excess Returns (12M Rolling)
- Excess Returns (12M Rolling)
Tables based on excess returns:
- Monthly Excess Returns
Charts and tables where excess returns can be displayed:
- VAMI (chart)
- Statistics (table)
- Performance Statistics (table)
- Annual Returns (table)
Determining the excess returns requires the subtracting of the benchmark rate from the actual rate achieved.
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.