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Benchmarks
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Charts
- Annual Performance Chart
- Asset Allocation History (Chart)
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- Displaying amounts/labels in charts
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Creating Import file / Mass import file
- Import NAV
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- Most common mistakes when importing data.
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
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Performance Data
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
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- Import Fund Terms
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Statistics
- 12 Months ROR
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- Average Positive Month/Quarter
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- Best Year / Best Positive Year
- Beta
- Calculate net returns / Include fees into results
- Calculate the non compounded Drawdown
- Calmar Ratio
- Correlation and Correlation Coefficient
- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
- Downside Deviation (Semi Deviation)
- Drawdown Report
- Excess Returns
- Export statistics to Excel
- Gain Standard Deviation
- Hide statistics without values
- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
- Jensen alpha
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- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
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- Last Month
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- Maximum Drawdown
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- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
- Monthly Drawdown
- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
- Rachev Ratio
- Rate of Return
- Risk Adjusted Returns
- Risk-free rate
- Sharpe Ratio
- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and non-compounded calculation
- Time Window Analysis
- Total Return
- Tracking Error (Active Risk)
- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
- Winning 12M Rolling (%)
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns
- Yield to Maturity (YTM)
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Tables
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Widgets
Return Report
Created OnFebruary 16, 2021
Last Updated OnMay 30, 2024
byMilan
Your returns can be calculated for any period you like and using different measurements (Average, Median etc.).
The time frames in the table are calculated using rolling periods – for example, 12M is a period of 12 consecutive months set on a rolling basis with a new 12-month period starting on the first day of each calendar month.
The order of the columns is also customizable.
The table can be calculated on a daily/monthly/quarterly basis.