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+8.57%
This Month
-4.69%
Year To Date
-7.59%
2 Years
-7.59%
5 Years
-7.59%
10 Years
-7.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies57.96%
- 💵 Cash20.75%
- 💼 Commercial Services8.5%
- 💰 Finance4.1%
- 🚚 Transportation4.09%
- 🛠️ Producer Manufacturing2.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency57.96%
- 🇺🇸 NYSE14.68%
- 🇺🇸 Nasdaq4.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.77%
Dividends
Performance Metrics
Score 2/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
-1.28
-1.28
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.4
-1.4
-2
1
2
3
3
Jensen's Alpha
-23.99
-23.99
-24
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-3.8
-3.8
-4
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
-1.28
-1.28
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.4
-1.4
-2
1
2
3
3
Jensen's Alpha
-23.99
-23.99
-24
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-3.8
-3.8
-4
0.75
1.25
2
2
Information Ratio
-1.41
-1.41
-2
0.3
0.6
1
1
Calmar Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
21.11
High:
SOFI
51.13SOFILow:
OKLO
-94.95OKLODetails
PEG Ratio
296.14
High:
UBER
561.2UBERLow:OKLO
-109.84OKLODetails
Price/Book
7.2
High:OKLO
7.41OKLOLow:
MSCI
-15.71MSCIDetails
Price/Sales
4.09
High:MSCI
13.51MSCILow:OKLO
-OKLODetails
Price/CF
19.02
High:MSCI
27.33MSCILow:
FDS
10.06FDSDetails
Price/FCF
21.5
High:MSCI
44.07MSCILow:FDS
15.47FDSDetails
P/E Ratio
21.11
High:SOFI
51.13SOFILow:OKLO
-94.95OKLODetails
PEG Ratio
296.14
High:UBER
561.2UBERLow:OKLO
-109.84OKLODetails
Price/Book
7.2
High:OKLO
7.41OKLOLow:MSCI
-15.71MSCIDetails
Price/Sales
4.09
High:MSCI
13.51MSCILow:OKLO
-OKLODetails
Price/CF
19.02
High:MSCI
27.33MSCILow:FDS
10.06FDSDetails
Price/FCF
21.5
High:MSCI
44.07MSCILow:FDS
15.47FDSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.48% | Nov 2025 | - | 6 |