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Max Drawdown (Hist.)

-14.82%

Duration

142 Days

Recovery

58 Days

Status

COMPLETED

Tail Risk (VaR 99%)

-3.41%

Probability of loss exceeding 3.4% in a single day based on 5-yr backtest.

Expected Shortfall

-5.12%

Average loss in the worst 1% of scenarios (CVaR).

Underwater Drawdown Profile

Historical peak-to-trough analysis over the simulation period.

0%-5%-10%-15%
JAN 22JUL 22JAN 23JUL 23PRESENT

Avg. Drawdown

-2.4%

Ulcer Index

1.84

Recovery Factor

3.2x

verified_userTail Risk Summary

VaR 95% (Daily)

-1.22%

info

Conditional VaR

-2.88%

trending_down

Kurtosis

4.82

FAT TAILS

Skewness

-0.45

analytics
Risk Constraints
  • Leverage Cap2.0x
  • Target Vol12.0%
  • Concentration15% Max

Sharpe Ratio

1.84

Exceeds benchmark (1.20)

Rolling Volatility (90-Day)

Annualized Realized Vol

monitoring
20%15%10%5%
S&P 5005,420.32 (+0.8%)
Gold$2,342.10 (-0.2%)
US 10Y4.24% (+0.05)
Nasdaq 10018,456.21 (+1.2%)
Brent Oil$82.14 (-1.4%)
S&P 5005,420.32 (+0.8%)
Gold$2,342.10 (-0.2%)
US 10Y4.24% (+0.05)
Nasdaq 10018,456.21 (+1.2%)
Brent Oil$82.14 (-1.4%)