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词条 List of financial performance measures
释义

  1. Return measures

  2. Risk measures

  3. Risk-adjusted performance measures

This article contains a list of measures of financial performance.

Return measures

  • Arithmetic return: average return of different observation periods
  • Geometric return: return depending only on start date and end date of one overall observation period
  • Rate of return or return on investment
  • Total shareholder return: annualized growth in capital assuming that dividends are reinvested

Risk measures

  • Risk measure
    • Distortion risk measure
    • Tail conditional expectation
    • Value at risk
    • Convex risk measure
    • Entropic risk measure
    • Coherent risk measure
    • Discounted maximum loss
    • Expected shortfall
    • Superhedging price
    • Spectral risk measure
  • Deviation risk measure
    • Standard deviation or Variance
  • Mid-range
    • Interdecile range
    • Interquartile range

Risk-adjusted performance measures

{{main|Financial ratio}}
  • Calmar ratio
  • Coefficient of variation
  • Information ratio
  • Jensen's alpha
  • Modigliani risk-adjusted performance
  • Roy's safety-first criterion
  • Sharpe ratio
  • Sortino ratio
  • Sterling ratio
  • Treynor ratio
  • Upside potential ratio
  • V2 ratio

2 : Financial accounting|Finance lists

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