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+5.93%
This Month
+13.14%
Year To Date
+8.55%
2 Years
+34.69%
5 Years
+38.6%
10 Years
+6.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous97.91%
- 💻 Electronic Technology2.05%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.13%
- 🇬🇧 LSE48.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.05%
Dividends
Performance Metrics
Score 3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-4.44
-4.44
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-4.44
-4.44
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.32
High:
AAPL
36.32AAPLLow:AAPL
36.32AAPLDetails
PEG Ratio
125.62
High:AAPL
125.62AAPLLow:AAPL
125.62AAPLDetails
Price/Book
41.35
High:AAPL
41.35AAPLLow:AAPL
41.35AAPLDetails
Price/Sales
9.79
High:AAPL
9.79AAPLLow:AAPL
9.79AAPLDetails
Price/CF
26.13
High:AAPL
26.13AAPLLow:AAPL
26.13AAPLDetails
Price/FCF
32.24
High:AAPL
32.24AAPLLow:AAPL
32.24AAPLDetails
P/E Ratio
36.32
High:AAPL
36.32AAPLLow:AAPL
36.32AAPLDetails
PEG Ratio
125.62
High:AAPL
125.62AAPLLow:AAPL
125.62AAPLDetails
Price/Book
41.35
High:AAPL
41.35AAPLLow:AAPL
41.35AAPLDetails
Price/Sales
9.79
High:AAPL
9.79AAPLLow:AAPL
9.79AAPLDetails
Price/CF
26.13
High:AAPL
26.13AAPLLow:AAPL
26.13AAPLDetails
Price/FCF
32.24
High:AAPL
32.24AAPLLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.2% | Jan 2022 | Dec 2023 | 23 |
-36.53% | Jul 2024 | May 2026 | 22 |
-6.68% | Sep 2021 | Dec 2021 | 3 |
-5.81% | Apr 2024 | May 2024 | 1 |