Advanced Metrics
Specialized investment-performance measures for evaluating return paths, consistency, and statistical uncertainty.
Investment return terms for expected, gross, net, simple, annualized, total, and risk-adjusted performance comparisons.
Return Calculation and Performance Metrics terms explain how investment results are measured, compared, annualized, compounded, distributed, or translated into yield language.
Use this branch when the question depends on the exact return formula, time period, reinvestment assumption, fee treatment, tax treatment, or income-versus-price return split.
| Area | Use it for |
|---|---|
| Advanced Performance Metrics | Specialized path-sensitive measures such as the K-Ratio, including their statistical assumptions and scaling choices. |
| Gross, Net, and Simple Return Rates | Return, yield, compounding, income, or performance-measurement terms. |
| Total, Expected, and Annualized Returns | Return, yield, compounding, income, or performance-measurement terms. |
Check the formula, measurement period, compounding convention, cash-flow timing, reinvestment assumption, fees, taxes, currency, and whether the result is historical, expected, quoted, or realized.
This page is educational and does not recommend a specific investment strategy, security, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Specialized investment-performance measures for evaluating return paths, consistency, and statistical uncertainty.
Distinguish simple holding-period return from gross-of-fees, pure-gross, and net-of-fees investment performance.
Compare completed total return, forward expected return, arithmetic and geometric mean return, and annualized compound performance.