| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 19.37% | -1.35% | 20.72% |
| 3 Months | 30.55% | 2.41% | 28.14% |
| 6 Months | 51.39% | -4.34% | 55.73% |
| 1 Year | 56.84% | -2.04% | 58.88% |
| 2 Year | 42.35% | -3.05% | 45.4% |
| 3 Year | 43.6% | 6.65% | 36.95% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 33.71% | 10.14% | 23.57% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.87% | 7.75% | -11.9% | 26.59% | 3.98% | 9.06% | -- | 19.37% | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.84% | -11.34% | 7.64% | -2.12% | 1.68% | -- | -1.35% | -- | -- | -- | -- |
| Alpha | -6.83% | 8.59% | -0.56% | 18.95% | 6.1% | 7.38% | -- | 20.72% | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.38% | -13.85% | 9.16% | 7.32% | 11.91% | 7.5% | 0.74% | -4.02% | 5.18% | 3.48% | -2.25% | 0.27% |
| Benchmark | -1.06% | -6.25% | 6.37% | 3.09% | 1.92% | 3.09% | -2.96% | -1.69% | 0.78% | 4.09% | 1.97% | -0.42% |
| Alpha | -6.32% | -7.6% | 2.79% | 4.23% | 9.99% | 4.41% | 3.7% | -2.33% | 4.4% | -0.61% | -4.22% | 0.69% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 18.08% | -6.7% | 11.68% | 9.03% | 2.7% | -2.15% | 6.78% | 13.71% | -0.05% |
| Benchmark | -- | -- | -- | 1.36% | -0.49% | 6.78% | 3.55% | 1.1% | 2.39% | -6.06% | 0.03% | -2.19% |
| Alpha | -- | -- | -- | 16.72% | -6.21% | 4.9% | 5.48% | 1.6% | -4.54% | 12.84% | 13.68% | 2.14% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1171.9 | 1262.5 | 1102.3 | 1395.4 | 1463.6 | 1621.1 | -- | 1983.4 | -- | -- | -- | -- |
| 2025 | 1024.5 | 881.9 | 936.9 | 995.3 | 1114.3 | 1198.3 | 1198.7 | 1182.3 | 1246.4 | 1284.1 | 1265 | 1297.3 |
| 2024 | -- | -- | -- | 891.4 | 842.3 | 937.2 | 1002.4 | 1019 | 976.2 | 1020.2 | 1146.3 | 1127.5 |
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