Investment Performance

Explore the distinction between the gross rate of return and the net rate of return, and learn how to maximize your investment outcomes by understanding these critical metrics.

Understand the concept of Average Annual Growth Rate (AAGR), its significance, how to calculate it, and its limitations. Discover why AAGR is a vital tool for identifying long-term financial trends.

Explore the importance of the Time-Weighted Rate of Return (TWR) in assessing investment portfolios, comparing investment managers, and eliminating the distortions caused by cash flow changes.

Discover the true essence of Net IRR, understanding its role in investment evaluations and capital budgeting. Improve your financial decision-making with in-depth insights into Net IRR calculations and real-world applications.

Explore the importance of benchmarks in evaluating investment performance and learn how to leverage them for optimized portfolio management.

Discover how the real rate of return helps investors understand actual investment performance by adjusting for inflation, taxes, and fees. Learn the importance of distinguishing between nominal and real returns through comprehensive examples and insights.

Discover the significance of the geometric mean in evaluating investment portfolios, and learn detailed methods of calculation.

Discover the powerful K-Ratio metric that provides an in-depth analysis of the stability of equity returns over time using value-added monthly index and linear regression techniques.