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
APTM (Alpha Partners Technology Merger Corp) NA 6.13% NA NA NA NA NA
Data as of 02/09/2024, Common starting date is 09/23/2021
More Performance Analytics Comparison
Name Start Date End Date
APTM (Alpha Partners Technology Merger Corp) 09/23/2021 02/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 0.19 6.13 NA NA NA NA NA 0.37 6.68 3.40 0.73
Sharpe Ratio NA 0.47 NA NA NA NA NA -0.08 0.66 0.80 0.40
Standard Deviation(%) NA 3.79 NA NA NA NA NA 3.04 3.72 2.54 6.70
Draw Down(%) NA 1.83 NA NA NA NA NA 0.74 1.83 1.54 1.84
Yield(%) 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 02/09/2024, Common starting date is 09/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APTM (Alpha Partners Technology Merger Corp) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APTM (Alpha Partners Technology Merger Corp) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return