Data Sources

Risk-Free Rates

The risk-free rate is the baseline return the optimizer subtracts to form excess returns. It drives every reward-to-risk metric (Sharpe, Sortino, Treynor, Jensen's alpha) and the Maximum Sharpe objective. You choose it per request through a region and, where a curve exists, a tenor.

The contract

Each request carries a risk_free object with a region. Regions that expose a yield curve also take a tenor; regions that do not ignore it. The chosen rate is annualized, converted to the return frequency of the series, and subtracted before any ratio is computed.

India (region IN)

The default region. Indian portfolios use a domestic sovereign risk-free rate; no tenor is required, and any tenor sent is ignored.

"risk_free": { "region": "IN" }

United States (region US)

US portfolios pick a point on the US rate structure: either the overnight policy rate or a government constant-maturity tenor. A tenor is required for the US region.

Tenor valueMaturityType
FedFundsOvernight policy ratePolicy rate
1M1 monthConstant maturity
3M3 monthConstant maturity
6M6 monthConstant maturity
1Y1 yearConstant maturity
2Y2 yearConstant maturity
3Y3 yearConstant maturity
5Y5 yearConstant maturity
7Y7 yearConstant maturity
10Y10 yearConstant maturity
20Y20 yearConstant maturity
30Y30 yearConstant maturity
"risk_free": { "region": "US", "tenor": "10Y" }

A short tenor (overnight, 1M, 3M) is the conventional choice for Sharpe-style metrics; longer tenors suit a buy-and-hold horizon. Pick the maturity that matches your holding period.

Region must match the market

The risk-free region has to match the portfolio market: a US portfolio needs the US region, an Indian portfolio the IN region. A mismatch is rejected with 40002 INVALID_ASSET_GROUP, the same coherence rule that keeps benchmark and currency aligned. See US Stocks for the market rules.

For how the excess return then feeds each ratio, see the Sharpe Ratio and Performance Measures pages.