Performance Metrics¶
Overview¶
Performance metrics provide comprehensive measurement of portfolio and asset performance, enabling data-driven insights and strategic decision-making.
Metric Categories¶
Return Metrics¶
Investment performance:
- Total return
- IRR calculation
- Multiple of money
- Cash-on-cash yield
Operational Metrics¶
Business performance:
- Revenue growth
- Margin expansion
- Market share
- Customer metrics
Measurement Framework¶
Calculation Methods¶
Standardized approaches:
- Time-weighted returns
- Money-weighted returns
- Risk-adjusted returns
- Benchmark comparison
Analytics¶
Performance Attribution¶
Understanding drivers:
- Asset contribution
- Sector performance
- Strategy impact
- Risk factors
Reporting¶
Performance Reports¶
Regular communication:
- Monthly updates
- Quarterly reviews
- Annual summaries
- Custom analysis