Home Products Services Tools/Downloads Contact Us
  perfPlot
perfPlot – Visualize performance data for Advent Axys® portfolios or composites     Download perfPlot

Arcons perfPlot

Axys stores performance data for each portfolio or aggregate at the gross of fees and net of fees level. It also tracks the Market Value, Net Additions/Withdrawals and IRR data. All of this data is stored at the total portfolio level and asset class/sector level.

Arcons perfPlot is a tool that allows you to visualize this data at a glance. You can copy the image and include it in a report e.g. in a word document or a PowerPoint presentation. You can also see the period performance which is generated by geometric linking of the IRRs for four periods: YTD, 1/3/5 years based on data availability.


Viewing a Plot of performance