Volatility
Portfolio
N/A
Benchmark N/A
Quantify tail loss, factor concentration, and realized stress behavior before capital is allocated.
Depth below prior portfolio peaks.
Run risk analysis to populate drawdown path.
1Y rolling annualized volatility.
Run risk analysis to populate rolling volatility.
Historical VaR, Expected shortfall, and normal parametric VaR.
| Confidence | Historical VaR | Expected shortfall | Parametric VaR |
|---|---|---|---|
| Run risk analysis to populate tail estimates. | |||
Variance contribution by holding.
| Ticker | Weight | Standalone vol | Risk share |
|---|---|---|---|
| Run risk analysis to populate contribution data. | |||
Worst realized portfolio windows.
| Scenario | Window | Portfolio | Benchmark | Active |
|---|---|---|---|---|
| Run risk analysis to populate stress scenarios. | ||||