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You can use the Performance Analysis report to convert returns from one base currency to another. The multi-period returns are converted to another currency by retrieving :

  • Retrieving the single-period returns from the database.
  • Except for local and system currency returns, these are stored with a base currency equal to the entity base currency.
  • Geometrically linking the single-period returns.
  • Converting the cumulative return to a cumulative growth rate.
  • Determining a currency return for the period.
  • Converting the currency return to a currency growth rate for the period.
  • Multiplying the cumulative growth rate by the currency growth rate over the period.
  • Converting the resulting converted growth rate to a return.
  • Annualizing the result as requested.

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