Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ALPP (Alpine 4 Holdings Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 01/21/2025, Common starting date is 01/17/2017
More Performance Analytics Comparison
Name Start Date End Date
ALPP (Alpine 4 Holdings Inc) 01/17/2017 01/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -98.63 37.74 -72.40 -47.25 1,759.04 291.60 -66.69 -98.00
Sharpe Ratio NA -0.31 -0.36 -0.21 NA NA NA 0.00 -0.34 0.15 -0.90 -0.40 7.95 0.99 -0.23 -0.19
Standard Deviation(%) NA 337.47 241.70 217.63 NA NA NA 695.91 310.10 232.39 82.45 119.27 218.65 294.08 295.71 522.44
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 99.16 79.02 77.21 78.37 82.64 89.83 83.87 99.32
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 01/21/2025, Common starting date is 01/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALPP (Alpine 4 Holdings Inc) -85.53%
Oct 2021 – Oct 2024
-44.84%
Dec 2019 – Dec 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALPP (Alpine 4 Holdings Inc) 284.68%
Aug 2019 – Aug 2022
98.51%
Jul 2019 – Jul 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return