Portfolio Performance

The 50/50 blended view: compliance + performance, one score.

app.capitalbridge.app / analytics / performance-explorer
LIVE · Q1 2026
Blended score
87.0
▲ 2.4 vs Q4
Net IRR · LTM
12.8%
▲ 0.6pp QoQ
Weighted avg coupon
9.24%
stable
PAR 30+ (provisioned)
2.1%
▲ 0.3pp QoQ
Blended score · 8 quarters
50% compliance + 50% covenant health
all portfolios · weighted by AUM
100 90 80 70 Q2·24 Q3·24 Q4·24 Q1·25 Q2·25 Q3·25 Q4·25 Q1·26 on-time reporting blended score covenant health
AUM by portfolio
$4.34B total
$4.34B
total AUM
ATIF$1.64B · 38%
FAY$842M · 19%
LCBF$618M · 14%
OGF$512M · 12%
MC3$394M · 9%
DIL$287M · 7%
By sector
blended score · weighted
Infrastructure
94
$982M
Agriculture
91
$742M
Healthcare
89
$512M
Renewables
86
$618M
Fintech
82
$434M
Manufacturing
78
$328M
Energy (fossil)
71
$196M
Vintage performance
net IRR · by origination year
20% 15% 10% 5% 2021 2022 2023 2024 yr 1 yr 2 yr 3 yr 4 yr 5 yr 6
Compliance waterfall
Q1 26 · 198 expected submissions
198 181 10 7 4 expected on time late rework breach
On-time rate 91.4%