Know Your PMS · Monthly tearsheet

ALPHA STAR 2

Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.

As of Jul_202318 months filed
Strategy page
CAGR
-6.48%
Total return
-9.57%
Max drawdown
-19.90%
Sharpe
-0.35
Sortino
-0.41
Calmar
-0.33
Win months
44.44%
Best / worst month
7.5% / -8.7%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-3.79%-1.16%-1.30%3.99%2.54%3.52%2.28%–––––5.97%
2022
–-8.69%5.89%-5.24%-7.67%-3.08%7.46%3.57%-0.90%0.47%-2.70%-3.46%-14.66%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Feb_2022Mar_2023Ongoing19.90%18 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
15.24%
Downside deviation
15.83%