The cohort analysis a collection of visuals that allow you to compare the metrics of a specific asset with the broader portfolio
Asset performance
Users have the flexibility to select various metric such as valuation, performance, and operational metrics, and slice the portfolio by asset categories. Additionally, this analysis provides insights into how asset metrics have evolved over time in comparison to like for like cohorts.
Like for like performance
The key metrics for this analysis are company operating metrics which are extracted from fund performance reports and then aggregated to groups by asset categories. For each category a minimum of 4 datapoints are required and the following metrics are calculated.
Min: Minimum value in the category
Lower Quartile: The value under which 25% of data points are found when they are arranged in increasing order
Median: The median is the middle value in a set of the dataset once ordered from smallest to largest.
Upper quartile: The value under which 75% of data points are found when arranged in increasing order
Max: Maximum value in the category