Ch.10 · Benchmarks and Performance Evaluation · hard

What is the 'rolling return' and why is it more meaningful than point-to-point returns?

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EXPLANATION

Rolling returns calculate scheme returns for every possible starting date over a historical window (e.g., all 3-year periods from 2010–2023). This eliminates the bias of cherry-picked start/end dates in point-to-point returns. Rolling returns show the consistency of performance — what percentage of all 3-year periods were positive or above benchmark.

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