QUANTITATIVE ANALYSIS

Performance Metrics

Industry standards for performance evaluation. Verifiable calculations in our AMD SEV-SNP enclave.

Risk-Adjusted Returns

Ratios that weight return by risk taken. Essential for comparing two strategies.

01

Sharpe Ratio

Essential
(R - Rf) / σ

Risk-adjusted return relative to volatility. The industry standard for comparing strategies.

02

Sortino Ratio

Essential
(R - T) / σd

Like Sharpe, but only penalizes downside volatility. Better for asymmetric return profiles.

03

Calmar Ratio

CAGR / MaxDD

Annual return divided by maximum drawdown. Measures return per unit of tail risk.

04

Information Ratio

(R - Rb) / TE

Active return relative to tracking error against benchmark.

Risk Metrics

Metrics quantifying risk exposure and the probability of significant losses.

01

Maximum Drawdown

Essential
(Peak - Trough) / Peak

Largest peak-to-trough decline. Critical for understanding worst-case scenarios.

02

Volatility (σ)

Essential
σ × √252

Annualized standard deviation of returns. Measures dispersion of outcomes.

03

Value at Risk (VaR)

μ - 1.65σ

Maximum expected loss at 95% confidence. Regulatory standard for risk management.

04

Beta (β)

Cov(R,Rm) / Var(Rm)

Sensitivity to market movements. Beta of 1 = market exposure.

Performance Metrics

Absolute performance measures, independent of risk. Starting point of any analysis.

01

Total Return

Essential
(Vf - Vi) / Vi

Cumulative return over the entire track record period.

02

CAGR

Essential
(Vf/Vi)^(1/n) - 1

Compound Annual Growth Rate. Annualized return accounting for compounding.

03

Win Rate

Wins / Total

Percentage of profitable trading days or periods.

04

Profit Factor

ΣProfits / ΣLosses

Ratio of gross profits to gross losses. Above 1.5 is generally considered good.

Calculation

All metrics are computed daily on total equity, inside the AMD SEV-SNP enclave.

Reference

GIPS-aligned methodology. Risk-free rate: average 3-month US T-bill return.

Verification

The calculation code is open source and verifiable via VCEK attestation.

Full methodology

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All these metrics are automatically included in your report, signed by the enclave.

Performance Metrics | Sharpe, Sortino, VaR & More | AuditZK