Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APHE (Alpha Energy Inc) | NA | -52.14% | -14.71% | -4.65% | NA | NA | NA | … | … |
Data as of 09/05/2023, Common starting date is 07/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APHE (Alpha Energy Inc) | 07/21/2017 | 09/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.56 | -52.14 | -14.71 | -4.65 | NA | NA | NA | … | … | -48.46 | 30.00 | -3.29 | 17.50 | -32.31 | 64.97 | 1,476.00 |
| Sharpe Ratio | NA | -0.50 | -0.08 | -0.03 | NA | NA | NA | … | … | -0.50 | 0.16 | -0.01 | 0.13 | -0.39 | 0.46 | 257.19 |
| Standard Deviation(%) | NA | 112.40 | 204.00 | 176.76 | NA | NA | NA | … | … | 134.82 | 182.33 | 264.58 | 128.56 | 85.91 | 137.99 | 192.03 |
| Draw Down(%) | NA | 65.03 | 74.08 | 81.82 | NA | NA | NA | … | … | 65.03 | 67.60 | 70.99 | 58.33 | 46.67 | 67.87 | 55.00 |
| 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 |
Data as of 09/05/2023, Common starting date is 07/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHE (Alpha Energy Inc) |
-29.71%
Jul 2019 – Jul 2022 |
-7.68%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APHE (Alpha Energy Inc) |
45.15%
Aug 2017 – Aug 2020 |
35.19%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart