• What can I do on the Historic Risk Analytics page?

  Here are the main things you can do on this page: View Daily / Monthly Portfolio and Benchmark Volatility View Daily / Monthly distributions of Portfolio returns View Daily / Monthly Performance Index and Drawdown View portfolio risk statistics and analytics A few tips to help you make the most of the Historic Risk Analytics page: Toggle between Daily and Monthly volatility by selecting the relevant time period on the top left Hovering over the bars on the distributiFew readers

• What can I do on the Risk Backtest page?

  illio Backtest works by taking the current positions as of today and taking them back either 260 or 100 business days to then calculate performance and volatility Here are the main things you can do on this page: View Daily Backtest and Benchmark Volatility View distributions of Backtest returns View a scatter chart of Annualised Return vs Volatility (daily) showing data points for your portfolio, selected index and asset classes View Simulated 1 year return versus 260-day volFew readers

• What can I do on the Risk vs Return page?

  Here are the main things you can do on this page: View a scatter graph breaking down your Annualised Return vs 1 Yr Daily Volatility, showing data points for your portfolio, selected index and asset classes Return, Volatility and Market Value in base currency can be seen for your portfolio, selected index and asset classes in a table to the right of the graph A few tips to help you make the most of the Risk vs Return page: Hovering over the data plots will show more informatFew readers

• What can I do on the Risk Sensitivity page?

  Here is the main thing you can do on this page: Estimate how certain economic scenarios could potentially affect your portfolio. A few tips to help you make the most of our Risk Sensitivity page: Use the sliders along the top to change multiple variables There is a dropdown at the top right of the graph that can change the data view from the default of Sector to: Asset Class; Country; Currency This is an estimate using historical relationships and correlations and is not anFew readers

• What can I do on the Risk Analytics page?

  Here are the main things you can do on this page: View breakdown and contribution of asset classes to portfolio volatility (260-day period) View 260-day Beta of your 10 largest positions vs benchmark index A tip to remember: Toggle between 100 and 260 business days using the button on the top leftFew readers