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Performance

Customer: Investor A
Last Update: 2026-06-15 00:00
Portfolio Value:
$1,061,620.91
Cash:
N/A
P&L Since Inception:
N/A
Max Drawdown (%):
3.25%
1M Return (%):
2.15%
3M Return (%):
6.07%
YTD Return (%):
N/A
12M Return (%):
33.1% APR
Sharpe Ratio:
1.76
Sortino Ratio:
3.6
Volatility (%):
N/A
Top Holdings
TickerPositionMarket ValuePortfolio %
Customer: Investor B
Last Update: 2026-06-15 00:00
Portfolio Value:
$1,449,492.67
Cash:
N/A
P&L Since Inception:
N/A
Max Drawdown (%):
2.41%
1M Return (%):
4.80%
3M Return (%):
13.83%
YTD Return (%):
N/A
12M Return (%):
29.6% APR
Sharpe Ratio:
2.75
Sortino Ratio:
7.83
Volatility (%):
N/A
Top Holdings
TickerPositionMarket ValuePortfolio %
Customer: Investor C
Last Update: 2026-06-15 00:00
Portfolio Value:
$1,202,515.23
Cash:
N/A
P&L Since Inception:
N/A
Max Drawdown (%):
3.46%
1M Return (%):
7.06%
3M Return (%):
13.12%
YTD Return (%):
N/A
12M Return (%):
28% APR
Sharpe Ratio:
2.93
Sortino Ratio:
5.18
Volatility (%):
N/A
Top Holdings
TickerPositionMarket ValuePortfolio %
Customer: Investor D
Last Update: 2026-06-15 00:00
Portfolio Value:
$744,857.80
Cash:
N/A
P&L Since Inception:
N/A
Max Drawdown (%):
2.00%
1M Return (%):
0.16%
3M Return (%):
0.53%
YTD Return (%):
N/A
12M Return (%):
2.14% APR
Sharpe Ratio:
-1.63
Sortino Ratio:
-1.5
Volatility (%):
N/A
Top Holdings
TickerPositionMarket ValuePortfolio %