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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Mar_2023 | Ongoing | 19.90% | 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%