Tracking peak Equity over time

[ThornTech]

I am working on a dashboard where I need to track the max value from the start of the data to now. The dataset has multiple strategies in it denoted by "StratID" (1000000, 2000000, 3000000, etc...

When I have a single strategy the formula below works fine, however, once I have multiple strategies I can't think of a way to make sure the Lookback period only goes to trade 1 of the current set.

It's like I need to group via the stratID apply the Max calc and then expand it back out.

I can do this via a measure as filters will separate out the values, but I really want it in the columns for other analysis I need to do down the line.

Any help would be great.

C_Peak Strat = 
CALCULATE (
    max ( [Balance] ),
    all(History),
    History[Trade ID] <= EARLIER ( History[Trade ID])
)

A sample of the data is below. Thanks

StratID	Trade ID	Balance
1000000	1	10000
1000000	2	10010
1000000	3	10100
1000000	4	10090
1000000	5	10300
1000000	6	10290
2000000	1	20000
2000000	2	20100
2000000	3	20150
2000000	4	20099
2000000	5	20095
2000000	6	20145
2000000	7	20300
2000000	8	20250

[ThornTech]

So simple when you know. Worked a treat, thanks for the quick reply.

[johnt75 · Accepted solution]

You can use ALLEXCEPT,

C_Peak Strat =
CALCULATE (
    MAX ( [Balance] ),
    ALLEXCEPT ( History, History[StratID] ),
    History[Trade ID] <= EARLIER ( History[Trade ID] )
)