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Upside/Downside Capture Ratios

Easy · backtesting · Quant Researcher interview question · capture_ratio, upside_capture, downside_capture, performance_attribution, backtesting

Upside and downside capture ratios are key performance metrics in quantitative finance for evaluating investment strategies. They measure a portfolio's performance relative to a benchmark during periods of positive (upside) and negative (downside) benchmark returns, respectively. An upside capture greater than 100% and a downside capture less than 100% can indicate a manager's skill in generating asymmetric returns. Task Implement the function capture_ratios(portfolio_returns: list, benchmark_r