2016년 4월 22일 금요일

CH15 : Performance Measurement and Attribution

Performance attribution dissects the return in order to pinpoint the exact sources of value

Important function of performance measurement is to determine whether the portfolio manager outperformed or underperformed the benchmark and whether the difference was due to skill or luck.

Source of excess returns is key to understanding how well and efficiently the factor model and all other parts of the investing strategy are working.


15.2 Measuring returns

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