OutputPerformanceCalendarYearReturns
objectPerformance of the portfolio and benchmark over calendar year periods.
AsOfDatestring(date-time)
End date of analysis.
Portfolioobject
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Benchmarkobject
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Example
OutputPerformanceDate
objectKey performance date reference points for the portfolio.
EarliestCommonDatestring(date-time)
The earliest date for which all holdings in the portfolio have return data.
EarliestAvailableDatestring(date-time)
The earliest date for which any holding in the portfolio has return data.
EarliestInceptionDatestring(date-time)
The inception date of the most recently launched holding in the portfolio.
EarliestCommonExtendedDatestring(date-time)
The earliest common date calculated using extended return history where available.
Example
OutputPerformanceInvestmentActivity
objectInvestment activity data.
DataFrequencystring
Frequency of investment activity data.
Allowed values:Monthly
Portfolioarray[object]
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Benchmarkarray[object]
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Example
OutputPerformanceInvestmentActivityItem
objectSequenceinteger(int32)
Sequence identifier.
StartDatestring(date-time)
Start date of the time period.
EndDatestring(date-time)
End date of the time period.
BeginningBalancenumber(double)
Beginning balance for the time period.
MarketValuenumber(double)
Market value at end of the time period.
GrossBeginningBalancenumber(double)
Gross beginning balance for the time period.
GrossMarketValuenumber(double)
Gross market value at end of the time period.
Example
OutputPerformanceRollingReturn
objectRollingPeriodstring
Allowed values:Month24Month120123660120
Portfolioobject
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Example