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+9.78%
This Month
-7.22%
Year To Date
+102.1%
2 Years
+100.33%
5 Years
+100.33%
10 Years
+30.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies54.4%
- 💻 Electronic Technology45.6%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency54.4%
- 🇺🇸 Nasdaq45.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.6%
Dividends
Dividend Yield
0%
0 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.3/10
Beta
6.04
6.04
0
0.8
1.2
0
7
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
5.28
5.28
-2
0
2
6
6
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
6.04
6.04
0
0.8
1.2
0
7
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
5.28
5.28
-2
0
2
6
6
Omega Ratio
1.86
1.86
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-105
High:
LUNR
-33.07LUNRLow:
RKLB
-180.23RKLBDetails
PEG Ratio
-3,163.04
High:LUNR
-39.13LUNRLow:RKLB
-9,210.92RKLBDetails
Price/Book
-393
High:RKLB
21.38RKLBLow:LUNR
-3.85LUNRDetails
Price/Sales
39.86
High:RKLB
64.43RKLBLow:LUNR
13.35LUNRDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-105
High:LUNR
-33.07LUNRLow:RKLB
-180.23RKLBDetails
PEG Ratio
-3,163.04
High:LUNR
-39.13LUNRLow:RKLB
-9,210.92RKLBDetails
Price/Book
-393
High:RKLB
21.38RKLBLow:LUNR
-3.85LUNRDetails
Price/Sales
39.86
High:RKLB
64.43RKLBLow:LUNR
13.35LUNRDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.06% | Feb 2025 | - | 15 |
-35.97% | Aug 2023 | Dec 2023 | 4 |
-35.31% | Apr 2024 | Nov 2024 | 7 |
-14.79% | Dec 2024 | Jan 2025 | 1 |
-12.66% | Jan 2024 | Mar 2024 | 2 |