Alternatives Data

Hamilton Lane: We offer access to 20 alternative benchmarks with total return data, along with key risk metrics including volatility, risk, and risk-adjusted ratios to support more informed analysis and comparisons.
iCapital and YData: Performance and risk metrics, along with alternative classification data, to help advisors evaluate fund characteristics, compare opportunities, and better understand the role each investment can play within a broader portfolio.:
YData Private Capital Funds: Along with the standard performance and risk metrics available across other alternatives, private capital funds also include money-weighted performance, vintage year, capital commitment, total contributions, and total distributions.

Hamilton Lane: Benchmarks will update on a quarterly frequency. Quarter-end figures will be updated within 100 days after each quarter-end, and year-end figures will be updated within 140 days after each year-end.
iCapital: Data is updated monthly, with a lag of up to three months.
YData: Varies by security, with data updated weekly, monthly, or quarterly and lagging by up to three months.

Can I use Alts data with the Excel Add-in?

Alts data is not yet supported in the Excel Add-in. We’re working on an update that will enable this functionality in a future release. In the meantime, you can export alts data from YCharts as a CSV file for use in Excel.

Is alternatives data included in my subscription?

Hamilton Lane benchmarks are included with your YCharts Professional subscription. Access to iCapital and YData Semi-liquid and Private Capital Funds are an add on to your current tier. For more information, you can reach out to your account manager here.