Description Usage Arguments Examples
View source: R/build_grouped_irrs.R
Build IRR for any rollup and date range, including ITD and cash adjusted
1 2 3 4 5 6 7 8 9 10 | build_grouped_irrs(
start_date,
end_date,
itd,
cash_adjusted,
nav_daily,
cf_daily,
pm_fund_info,
...
)
|
start_date |
is the start date of analysis |
end_date |
is the cutoff date of analysis |
itd |
is a boolean that determines whether itd (inception to date) is included |
cash_adjusted |
is a boolean that determines whether cash is adjusted |
nav_daily |
is the object of get_pm_nav_daily() |
cf_daily |
is the object of get_pm_cash_flow_daily() |
pm_fund_info |
is the object of get_pm_fund_info() |
... |
aggregation choices from from pm_fund_info (i.e. pm_fund_portfolio, pm_fund_category, pm_fund_id) |
.data |
is from clean_nav_cf() |
1 2 3 4 5 6 7 8 9 10 11 12 13 | # Example use case
nav <- get_pm_nav_daily() %>% dplyr::filter(nav != 0)
cf <- get_pm_cash_flow_daily() %>% dplyr::filter(cash_flow != 0)
pm_fund_info <- get_pm_fund_info()
start_date <- "2019-09-30"
end_date <- "2019-12-31"
itd <- FALSE
cash_adjusted <- FALSE
final_data <- build_grouped_irrs(
start_date = start_date, end_date = end_date, itd = itd,
cash_adjusted = cash_adjusted, pm_fund_info = pm_fund_info,
pm_fund_portfolio, pm_fund_category_description
)
|
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