ℹ️ Information Ratio Calculator

Risk-adjusted active return

How to Use This Calculator

1

Enter Excess Return

Portfolio return minus benchmark (annualized).

2

Enter Tracking Error

Std deviation of excess returns (annualized).

Formula

IR = (R_p − R_b) / σ(R_p − R_b)

Example: Excess=2.5%, TE=1.5% → IR=1.67

Frequently Asked Questions

What is a good IR?

Above 0.5 is decent, above 1.0 is strong, but depends on context.

How does it differ from Sharpe?

Sharpe uses risk-free rate and total volatility; IR uses benchmark and tracking error.