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-4.5%
This Month
+20.71%
Year To Date
+84.94%
2 Years
+94.52%
5 Years
+284.55%
10 Years
+15.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology98.27%
- 💵 Cash3.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq98.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States98.27%
Dividends
Performance Metrics
Score 6/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.98
4.98
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.98
4.98
-2
0
2
5
5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
1.48
1.48
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.94
High:
AAPL
38.94AAPLLow:AAPL
38.94AAPLDetails
PEG Ratio
1.92
High:AAPL
1.92AAPLLow:AAPL
1.92AAPLDetails
Price/Book
45.31
High:AAPL
45.31AAPLLow:AAPL
45.31AAPLDetails
Price/Sales
10.68
High:AAPL
10.68AAPLLow:AAPL
10.68AAPLDetails
Price/CF
34.39
High:AAPL
34.39AAPLLow:AAPL
34.39AAPLDetails
Price/FCF
41.47
High:AAPL
41.47AAPLLow:AAPL
41.47AAPLDetails
P/E Ratio
38.94
High:AAPL
38.94AAPLLow:AAPL
38.94AAPLDetails
PEG Ratio
1.92
High:AAPL
1.92AAPLLow:AAPL
1.92AAPLDetails
Price/Book
45.31
High:AAPL
45.31AAPLLow:AAPL
45.31AAPLDetails
Price/Sales
10.68
High:AAPL
10.68AAPLLow:AAPL
10.68AAPLDetails
Price/CF
34.39
High:AAPL
34.39AAPLLow:AAPL
34.39AAPLDetails
Price/FCF
41.47
High:AAPL
41.47AAPLLow:AAPL
41.47AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.71% | Jan 2022 | Jul 2024 | 30 |
-35.82% | Nov 2016 | Apr 2020 | 41 |
-18.83% | Sep 2020 | Nov 2020 | 2 |
-10.25% | Feb 2021 | Jul 2021 | 5 |
-8.78% | Aug 2015 | Oct 2015 | 2 |
-8.61% | Dec 2025 | May 2026 | 5 |
-7.26% | Jun 2026 | Aug 2026 | 2 |
-6.37% | Dec 2015 | Mar 2016 | 3 |
-5.17% | May 2025 | Jul 2025 | 2 |
-4.5% | Nov 2026 | - | 1 |
-3.26% | Sep 2021 | Oct 2021 | 1 |
-2.92% | Jun 2016 | Jul 2016 | 1 |
-2.14% | Apr 2016 | May 2016 | 1 |
-1% | Jun 2015 | Jul 2015 | 1 |