Watch
Often below a prior high
Roughly 59% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
The Alpha I Strategy Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Anand Rathi Advisors Limited
Age: 42 months
Trailing return from filed months
- 1Y
- 1.84%
- 3Y
- 10.84%
- 5Y
- Needs 60 months
- CAGR
- 14.68%
- Max DD
- -19.96%
- Calmar
- 0.74
- Track
- 42 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
13.58%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Green months were normal
+71.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 73%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
69.76%
Annualised Return
14.68%
Hit Rate
71.43%
Maximum Drawdown
-19.96%
Annualised Volatility
15.32%
Sharpe Ratio
1.09
Sortino Ratio
0.79
Consistency Score
73.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 33.12%
- Worst Year Return P
- 0.57%
- Median Annual Return P
- 12.88%
- Average Monthly Return P
- 1.39%
- Geometric Mean Return P
- 1.30%
- Average Drawdown P
- -4.32%
- Median Drawdown P
- -3.56%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 13 mo
- Return / Max Drawdown P
- 0.74
- Return / Avg Drawdown P
- 3.88
- Ulcer Index P
- 6.64%
- Positive Rolling Periods % P
- 60.98%
- Return Stability Score P
- 22.62
- Return Persistence P
- 0.03
- Worst Rolling 12M Return P
- -7.13%
- Best Rolling 12M Return P
- 48.99%
- Maximum Monthly Loss P
- -10.97%
- Worst 3-Month Period P
- -15.96%
- Worst 6-Month Period P
- -19.24%
- Return Smoothness Index P
- 16.08
- Pain Adjusted Return P
- 3.88%
- Worst Case Investor Entry P
- -7.13%
- Capital Preservation Score P
- 80.04%
- Aggressiveness Score P
- 4.42%
- Recovery Efficiency P
- 0.37
- Downside Volatility R
- 12.03%
- Upside Volatility R
- 9.75%
- Time in Drawdown % R
- 58.54%
- VaR 95% R
- -5.88%
- VaR 99% R
- -8.89%
- CVaR 95% R
- -8.92%
- CVaR 99% R
- -10.97%
- Semi Variance R
- 0.0012
- Volatility of Drawdowns R
- 5.15%
- CAGR per Unit Drawdown R
- 0.84
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.57%
- Return Skewness C
- -0.55
- Return Kurtosis C
- 1.23
- Coefficient of Variation C
- 3.17
- Calmar Ratio C
- 0.74
- Sterling Ratio C
- 0.84
- Burke Ratio C
- 0.73
Filings
Month-end SEBI filings. Missing months stay blank.
The Alpha I Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has The Alpha I Strategy performed?
- The Alpha I Strategy (Anand Rathi Advisors Limited) shows CAGR 14.68% and max drawdown -19.96% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is The Alpha I Strategy CAGR / max drawdown?
- CAGR is 14.68%; max drawdown is -19.96%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do The Alpha I Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite The Alpha I Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more