RoboPPA Blog

Performance measurement is not just about realized returns and risks. An important attribute is the portfolio’s ability to hedge against...

Portfolio return is a necessary measure of a portfolio’s performance over an analysis period because its single value is directly related...

RoboPPA™ describes your portfolio’s and your benchmark’s return performance over your selected analysis period and its measured risk....

A simple definition of an actively managed portfolio is one with asset allocations different from the benchmark portfolio. The active...

Proper performance analysis should preferably be both before and after management expenses. This will permit a portfolio’s owner to...

As an owner, what is a purchasable alternative investment to your existing portfolio that may be preferable with less work? Benchmark...

For investors with more than one portfolio, the risk return performance of the aggregated portfolio is important for measuring the...

The performance of your portfolio depends on what your alternatives are and their management expenses, return, and risk. Benchmark...