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  1. CFA Program
  2. Level III
  3. TA10 Portfolio Performance Evaluation

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←TA10 Portfolio Performance Evaluation

Video moduleTA1010 of 113 min

The Appraisal Ratio

←Sharpe, Treynor, and Information RatiosClass · Nov 20, 2025→

With the lesson

Key points, the transcript, the notes (12 pp) and the past exam questions (46 pp) open with the lesson.

In this section

TA10 Portfolio Performance Evaluation

10 of 11

  1. 01Portfolio Performance Evaluation NotesNotes · 12 pp
  2. 02TA10Past exam · 46 pp
  3. 03Capture RatiosVideo · 5 min
  4. 04Implementation Shortfall - Buy and SellVideo · 8 min
  5. 05The Two Brinson ModelsVideo · 7 min
  6. 06The Carhart ModelVideo · 4 min
  7. 07Evaluating Trade ExecutionVideo · 5 min
  8. 08The Sortino RatioVideo · 2 min
  9. 09Sharpe, Treynor, and Information RatiosVideo · 2 min
  10. 10The Appraisal RatioVideo · 3 min
  11. 11Nov 20, 2025Class · 2 h 5 min
Whole Level III outline→
PreviousSharpe, Treynor, and Information RatiosTA10 · Video module · 2 minNextClass · Nov 20, 2025TA10 · Class recording · 2 h 5 min
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