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Funds Performance

Performance measurement, attribution analysis, and benchmarking for Islamic investment funds.

The Funds Performance rail provides analytics:

  • Return calculation — Time-weighted and money-weighted returns
  • Benchmark comparison — Performance vs Shariah-compliant benchmarks (DJIM, S&P Shariah)
  • Attribution analysis — Sector, security, and currency contribution to returns
  • Risk metrics — Sharpe ratio, standard deviation, maximum drawdown, tracking error
  • Peer comparison — Rank fund performance against peer group
ConceptDescription
TWRTime-Weighted Return — eliminates impact of cash flows
MWRMoney-Weighted Return — includes impact of cash flows (IRR)
Sharpe RatioRisk-adjusted return measure (return per unit of risk)
Tracking ErrorStandard deviation of active returns vs benchmark
AlphaExcess return above benchmark after adjusting for risk

Refer to the API Explorer for interactive endpoint documentation.

All endpoints require authentication via Bearer token or API key.

Standard rate limits apply. See Rate Limiting for details.