Peer Group Analysis
Oct 2025

Peer Group Analysis: Finding Top Performers in Global Equity

Use AlternativeSoft's Peer Group module to identify the most consistently high-performing funds within any strategy category — filtering by percentile rank, track record length and rolling return consistency.

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Overview

What is this feature?

The Peer Group module allows you to benchmark any fund against thousands of peers following the same strategy. In seconds, you can see where a fund sits in its peer quartile across any time period — and use the "Find Top Percentile Assets" tool to identify funds that have consistently outperformed, not just recently.

The module supports rolling 12-month window analysis, showing how a fund's peer ranking has evolved across different market cycles. This separates genuinely consistent outperformers from funds that got lucky in a single market environment.

Watch the demo video below for a live demonstration using a Global Equity fund universe of 2,451 funds.

Who is this for?

Fund selectors, investment analysts and allocators who need to identify consistently top-performing managers within specific strategy categories — and distinguish genuine skill from market-driven performance.

Key Benefits

What you can do

  • 2,451+ peer funds: compare any fund against the full universe of funds in its strategy category
  • Percentile rankings: see exactly where a fund sits in its peer quartile across all time periods
  • Rolling 12-month view: assess performance consistency across different market cycles
  • Find Top Percentile Assets: instantly filter for funds that have always ranked above the median
  • Track record filter: require a minimum 36-month track record to ensure statistical reliability
  • Top 25th percentile screener: identify the elite funds that have consistently outperformed
Demo Video

See It in Action

Watch our step-by-step walkthrough of this feature in the AlternativeSoft platform.

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