skfolio.measures.RatioMeasure#

class skfolio.measures.RatioMeasure(*values)[source]#

Enumeration of ratio measures.

Attributes:
SHARPE_RATIOstr

Ratio of the excess Mean divided by the Standard-deviation.

ANNUALIZED_SHARPE_RATIOstr

Annualized Sharpe ratio.

SORTINO_RATIOstr

Ratio of the excess Mean divided by the Semi standard-deviation.

ANNUALIZED_SORTINO_RATIOstr

Annualized Sortino ratio.

MEAN_ABSOLUTE_DEVIATION_RATIOstr

Ratio of the excess Mean divided by the Mean Absolute Deviation.

FIRST_LOWER_PARTIAL_MOMENT_RATIOstr

Ratio of the excess Mean divided by the First Lower Partial Moment.

VALUE_AT_RISK_RATIOstr

Ratio of the excess Mean divided by the Value at Risk.

CVAR_RATIOstr

Ratio of the excess Mean divided by the Conditional Value at Risk.

ENTROPIC_RISK_MEASURE_RATIOstr

Ratio of the excess Mean divided by the Entropic Risk Measure.

EVAR_RATIOstr

Ratio of the excess Mean divided by the Entropic Value at Risk.

WORST_REALIZATION_RATIOstr

Ratio of the excess Mean divided by the Worst Realization.

DRAWDOWN_AT_RISK_RATIOstr

Ratio of the excess Mean divided by the Drawdown at Risk.

CDAR_RATIOstr

Ratio of the excess Mean divided by the Conditional Drawdown at Risk.

CALMAR_RATIOstr

Ratio of the excess Mean divided by the Maximum Drawdown.

AVERAGE_DRAWDOWN_RATIOstr

Ratio of the excess Mean divided by the Average Drawdown.

EDAR_RATIOstr

Ratio of the excess Mean divided by the Entropic Drawdown at Risk.

ULCER_INDEX_RATIOstr

Ratio of the excess Mean divided by the Ulcer Index.

GINI_MEAN_DIFFERENCE_RATIOstr

Ratio of the excess Mean divided by the Gini Mean Difference.

property annualized_measure#

Annualized version of the measure.

Raises:
ValueError

If the measure is already annualized.

AttributeError

If the measure has no annualized version.

classmethod has(value)#

Check if a value is in the Enum.

Parameters:
valuestr

Input value.

Returns:
xbool

True if the value is in the Enum, False otherwise.

property is_annualized#

Whether the measure is annualized.

property is_perf#

Whether the measure is a performance measure.

property is_ratio#

Whether the measure is a ratio measure.

property is_risk#

Whether the measure is a risk measure.

property linked_risk_measure#

Risk measure in the denominator of the ratio.

property non_annualized_measure#

Non-annualized version of the measure.

Raises:
ValueError

If the measure is not annualized.