Performance Track Record
Consistent outperformance through disciplined investment approach and rigorous risk management
Performance Highlights
Key metrics that demonstrate our investment excellence
Consistent Outperformance
Beat benchmark in 8 out of 10 quarters
Risk Management
Lower volatility than market average
Alpha Generation
Positive alpha across all time periods
Risk-Adjusted Returns
Superior Sharpe ratio vs benchmark
Performance Comparison
Track record across different investment strategies
| Period | AIF (Net) | Benchmark | Alpha |
|---|---|---|---|
| 1 Year | +18.4% | +15.1% | +3.3% |
| 3 Years (CAGR) | +16.2% | +13.3% | +2.9% |
| 5 Years (CAGR) | +15.8% | +12.7% | +3.1% |
| Since Inception | +14.8% | +12.0% | +2.8% |
Risk Metrics
Comprehensive risk analysis and performance metrics
Sharpe Ratio
Risk-adjusted returns
Maximum Drawdown
Largest peak-to-trough decline
Volatility
Annualized standard deviation
Beta
Market sensitivity
Important Disclaimer
Past performance is not indicative of future results. The performance data shown is for illustrative purposes only. Actual results may vary. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making investment decisions.