Performance reports provide composite asset- and equal-weighted performance on a monthly, quarterly, annual, annualized and cumulative basis over any specified time period. When reporting a composite, the system also reports each asset class represented in portfolios included in that composite.

Performance reports also include composite standard deviation. Internal composite standard deviation can be calculated on an asset- or equal-weighted basis over any time period. There are also detail reports to help auditors verify the portfolios included in the composite calculation. Index performance information can be uploaded into the system and reported with composite results.

For sample reports, see CAPS Sample Reports