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Investment Performance Measurement Calculator
Updated 12 January 2010
Arithmetic returns (%)
Log returns
Monthly Returns
Portfolio
Market
Riskless rate of interest (%)
Sortino MAR/Omega threshold (%)
Number of months
0
Monthly
Annual
Arithmetic mean
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Standard deviation
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Skewness
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Kurtosis
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Jensen’s alpha
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Beta
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Sharpe ratio
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Sortino ratio
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Information Ratio
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Omega
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Upside potential ratio
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CPTCE
1
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Stutzer index
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Treynor’s measure
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M
2
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T
2
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Maximum drawdown
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Calmar ratio
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1
Cumulative prospect theory certainty equivalent