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α52
Alpha 52
Where AI meets Quant

Model Performance Overview

Performance Since Inception

Model: 25.95% SPY: 13.70% Active Return: 12.25% As of: Fri 12 Dec

Shown performance reflects actual trading results net of all fees, dividend taxes, and transaction costs, not simulation or paper trading.

Monthly Calendar Performance

February 2025 performance reflects inception date of February 11, 2025, not the full month.

Since Inception Model Analysis

Duration: 10 Months, 2 Days
Risk Free Rate: 4.22% pa

Absolute Ratios

Metric Model SPY Range
Return % 25.95 13.70
10.3 SPY Return 13.7% Model Return 25.95% 32.4
Std Dev % 18.26 18.86
13.7 SPY Std Dev 18.86% Model Std Dev 18.26% 23.6
MDD % -13.92 -18.76
-23.5 SPY MDD -18.76% Model MDD -13.92% -10.4
Sharpe Ratio 1.23 0.54
0.4 SPY Sharpe 0.54 Model Sharpe 1.23 1.5
Sortino Ratio 1.82 0.68
0.5 SPY Sortino 0.68 Model Sortino 1.82 2.3

Relative Ratios

Alpha % Beta Tracking Error % Information Ratio Up Capture % Down Capture %
13.92 0.84 9.69 1.26 98.68 89.57

Comparison

Top 10 Holdings

Industry Ind % Count Largest Weight Ticker Symbol Wgt%
Banks 10.16% 12 Western Alliance Bancorporation WAL 1.05%
Semiconductors & Semiconductor Equipment 8.28% 15 QUALCOMM Incorporated QCOM 0.88%
Software 7.30% 14 Zoom Communications, Inc. ZM 0.98%
Capital Markets 6.64% 10 Goldman Sachs Group Inc. GS 1.07%
Aerospace & Defense 4.78% 7 Rocket Lab Corporation RKLB 1.02%
Hotels, Restaurants & Leisure 3.71% 4 Expedia Group, Inc. EXPE 0.96%
Technology Hardware, Storage & Peripherals 3.05% 4 Western Digital Corporation WDC 0.99%
Metals & Mining 3.02% 3 Global X Silver Miners ETF SIL 1.06%
Pharmaceuticals 2.89% 6 Corcept Therapeutics Incorporated CORT 1.05%
IT Services 2.83% 4 Cognizant Technology Solutions Corporation CTSH 1.02%

• Portfolio is actively managed using AI models targeting higher active return with lower volatility compared to SPY.

• Following GIPS guidelines on transparency, the ratios calculation methodology is fully disclosed here.. open_in_new

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