BARON PARTNERS Total Risk Alpha
| BPTRX Fund | | | USD 239.06 -2.99 -1.24% |
This module presents the Total Risk Alpha indicator for Baron Partners Fund using available market inputs. The underlying data comes from exchange-reported trading records. Coverage differences may occur across instruments and market segments. This dataset is part of a broader indicator framework including
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Trending Equities for context on portfolio diversification. The diversification view provides additional analytical depth. Portfolio construction reflects how positions are combined across holdings. All content is derived from available inputs and carries no advisory implication. The holding in Baron Partners Fund represents an allocation. It is represented within the portfolio holdings. Position allocation is driven by the portfolio construction model. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as
signals in main economic indicators.
Baron Partners Fund has current Total Risk Alpha of 0.0272. The total risk alpha measures the performance of an asset by comparing its returns with those of a selected benchmark portfolio.
Total Risk Alpha | = | RFR + (ER[b] - ER[a]) | x | STD[a] / STD[b] |
| = | 0.0272 | |
| ER[a] | = | Expected return on investing in BARON PARTNERS |
| ER[b] | = | Expected return on market index or selected benchmark |
| STD[a] | = | Standard Deviation of returns on BARON PARTNERS |
| STD[b] | = | Standard Deviation of selected market or benchmark |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
Total Risk Alpha Peers Comparison
Total Risk Alpha Relative To Other Indicators
Baron Partners Fund is rated
below average in total risk alpha among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
281.57 of Maximum Drawdown per Total Risk Alpha. At
281.57 , Baron Partners Fund's Maximum Drawdown-to-Total Risk Alpha multiple reflects the spread between these metrics
The benchmark portfolio represents the market risk matched to the total risk of the stock ETF or fund.
Compare BARON PARTNERS to Peers
Other Technical Indicators