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Risk Return Report

For both Account Reports and Household Reports

Gunner Kropholler avatar
Written by Gunner Kropholler
Updated over a year ago

The Risk Return report under Atlas Reporting tab shows information based on the Account level or Household level performance while including any added benchmarks.

You may add more than one benchmark to compare performance if you like.

Example Screenshot Below of the Risk Return report:

Per the image you can see the graph shows two fields of data for the Account/Household and all associated benchmarks:

  1. Average Monthly Return Annualized

  2. Standard Deviation of Monthly Returns Annualized

You may hover your mouse over each of these plotted points to see more detail (see example above on the screenshot for Benchmark S&P 500)

Furthermore, the Sharpe Ratio is provided on the final column which divides the Account/Household excess returns by a measure of the portfolio's volatility to assess risk-adjusted performance.

  • Excess returns are returns above an industry benchmark

  • The calculation is based on historical returns

  • A higher Sharpe ratio is more favorable

  • The Sharpe ratio has inherent weaknesses and may be overstated for some investment strategies

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