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Performance report parameters

In addition to the parameters described in the section Parameters of the standard reports , the following parameters are available for the "Performance report":

Parameters

Description

Profit over period

Deactivate this checkbox to also take the cost prices into account when determining realized or unrealized gains. The simple example in the following section Details of the Performance Report illustrates the difference.

This parameter is activated by default.

Calculation type

Select the performance calculation method here:

  • Internal interest rate
  • Classic: (change in value / average available capital) * 100
  • Time-weighted
  • Time weighted cum EK

For the exact calculation of the performance according to these models, see chapter Calculation of performance.

You can find out how to show the parameters in reports in the section Setting the report parameters.

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