Versions Compared

Version Old Version 6 New Version 7
Changes made by

Martin Zahner

Martin Zahner

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Iframe
allowfullscreentrue
srchttps://apliqo.storylane.io/share/dedj48rkwdm7
width100%

...

 

Cluster Analysis

Info

  • This reports clusters the funds

on their TVPI Performance

  • by

all measures

  • the measures

    • TVPI

    • DPI

    • RVPI

    • IRR

  • This allows you to find out

with

  • which Vintages and funds perform best

 

How to use the capability

  1. choose Contributions as the measure to show the biggest investments

  2. Fund breakdown by strategy

  3. Choose the TVPI cluster to show the performance

  4. point to the chart and play around with it to identify low performer

  5. Colapse the Total and open up again 

 

 *** GFX missing ***

...

  1. you want to cluster

  2. chooe the Measure to visualize

  3. Click on the bar to see the funds attached

 

Investment summary

Info

The investment summary reports drills into the individual funds.

...