Performance analysis explains how a portfolio has performed over time and how that performance compares with risk, benchmarks, deposits, withdrawals, and market context.
A portfolio value chart is not enough. Users need to know what drove performance and whether returns were achieved with excessive risk.
Short Answer
Raster performance analysis can include:
- Total return
- Annualized return
- Sharpe and Calmar ratios
- Tracking error
- Information ratio
- Benchmark comparison
- Performance drivers
Where Raster Fits
Raster connects performance with PnL, risk, benchmarks, correlations, and portfolio-aware AI context.
FAQ
Why do benchmarks matter?
Benchmarks help users understand whether portfolio performance is strong or weak relative to a relevant market reference.