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Investment Performance

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Investment Performance

What is the Treynor Ratio
Investment Performance

What is the Treynor Ratio?

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…
Matt Deatherage Partner
Longs Peak News

Longs Peak Makes Matt Deatherage, CFA, CIPM Partner

Longs Peak announced today that the company has appointed Matthew Deatherage, CFA, CIPM as equity Partner, effective January 1, 2022. We are so excited to have Matt join our Partner team. He is...
Investment Performance

What is Up-Market & Down-Market Capture Ratio?

Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
Batting average in finance
Investment Performance

What is Batting Average in Finance?

Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
Investment Performance

When to Use Time-Weighted Return (TWR) vs. Money-Weighted Return (MWR)

When should you use a TWR and when is it appropriate to use a MWR (IRR)?
Investment Performance

What is the Information Ratio?

The Information Ratio demonstrates a strategy's excess return, scaled by risk. Rather than using total risk or systematic risk, the Information Ratio uses…