Put any funds next to each other on 4,000+ statistics, rank them in the peer group an allocator would use, measure them against the benchmark you choose, and keep the comparison as a timestamped record.
AlternativeSoft's fund comparison software puts any funds side by side on 4,000+ statistics, ranks each one against its peer group by quartile and compares it to the benchmark you choose, on one reconciled database of 500,000+ hedge funds, mutual funds, UCITS and private markets funds. The comparison is computed consistently (same windows, same definitions), can be saved as a timestamped justification for compliance, exported to Excel or PDF, and requested in plain language through an AI assistant with AlternativeSoft MCP.
Choose the funds, the window and the statistics; see returns, drawdown, rolling metrics and correlations together.
Build the peer group or start from 6,100+ strategy groups; each fund's quartile on every statistic, and how the rank moved over time.
Peer group analysisExcess return, tracking error, up and down capture, beta and alpha against any benchmark or composite.
Performance analyticsFactor exposures and style drift compared across the funds, so a performance gap has an explanation.
Style analysisCorrelation and marginal risk of each candidate against your existing portfolio.
Portfolio constructionThe comparison as a branded PDF or an interactive FluidView page, archived for the file.
Reporting| Group | Statistics | |||
|---|---|---|---|---|
| Return | Cumulative, annualised, calendar years, best and worst months, rolling 12 and 36 months | |||
| Risk | Volatility, downside deviation, maximum drawdown and recovery, VaR, CVaR | |||
| Risk-adjusted | Sharpe, Sortino, Omega, Calmar, information ratio | |||
| Relative | Beta, alpha, correlation, up and down capture, tracking error against the benchmark | |||
| Peer | Quartile rank on each statistic, rank history | |||
| Terms | Fees, liquidity, lock-up, minimum investment, AUM |
A comparison pulled from several websites mixes windows, return frequencies and risk-free rates, and leaves no record of how the decision was reached. AlternativeSoft computes every statistic with one engine over the same window for every fund, and stores the comparison with a timestamp, so the fund selection can be shown to compliance or a committee months later exactly as it was made.
The same comparison can be requested from an AI assistant through MCP: "Compare these three funds on return, volatility and maximum drawdown and tell me which diversifies our portfolio most." The assistant calls the engine and reports the computed figures.
Send the names. We build the comparison, the peer ranking and the benchmark view before the call.