phgnomo cross-posted this post in LeoFinance 4 years ago


3Month Horizon 10Alt Fund Report #4

in Project HOPE4 years ago

Welcome to the weekly report of the 3Month Horizon 10Alt Fund

Last week Report

Monthly performance

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Weekly Performance

Captura de tela 20200915 13.56.07.png

Report

Bitcoin started to recover this week, but although it hasn't climbed back to the 12k level, we can see a reflection of this recovery on the fund.

Not much has happened this week, and I am mostly watching the market reaction to the latest Bitcoin Drop.

Only one change happened this week, as THETA reached the target and that position was closed, even though it was a bit to early.

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Risk Ratios performance

Monthly performance

I am restarting the performance ratio tracking.

I realized that it wasn't an accurate measurement of the strategy performance over time if I considered the month time frame.

Starting on this report, I will track the overall change of these ratios since the first day of the fund creation, wich will reflect how effective is my allocation strategy.

Calmar Ratio

Report #4: 0.52

Reference:

above 0.5 = good
above 3.0 = very good

Sharpe Ratio

Report #4: 1.43

Reference:

It is positive when the investment’s return is greater than the risk-free rate.
It is negative when the investment’s return is lower than the risk free rate.
It is exactly zero when the investment’s return is exactly equal to the risk-free rate.

Sortino Ratio

Report #4: 45.44

Reference:

above 2 = good

Fund profit target (09-27)

68.67%

Assets rebalance

THETA (THETA) - from 2% to 0%

The target price was reached within this week, and the position was closed.


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