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TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking ...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.


50.00%100.00%150.00%200.00%250.00%300.00%December2025FebruaryMarchAprilMay
210.07%
41.85%
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Nov 11, 2022, corresponding to the inception date of ATAT

Returns By Period


YTD1M6M1Y5Y*10Y*
^GSPC
S&P 500
-3.70%13.67%-5.18%9.18%14.14%10.43%
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha-2.25%23.90%23.12%97.16%N/AN/A
LX
LexinFintech Holdings Ltd.
41.86%25.23%110.43%364.05%4.12%N/A
ALLT
Allot Communications Ltd
3.87%30.38%58.46%192.89%-12.29%-2.21%
DCTH
Delcath Systems, Inc.
19.23%38.16%31.22%160.29%12.45%N/A
FINV
FinVolution Group
27.01%6.47%36.89%69.09%44.77%N/A
GHM
Graham Corporation
-21.18%31.67%5.00%19.79%26.81%5.77%
AMSC
American Superconductor Corporation
-13.15%33.69%-24.44%57.63%28.84%12.61%
ECOR
electroCore, Inc.
-67.98%0.10%-59.23%-28.30%-18.44%N/A
ISSC
Innovative Solutions and Support, Inc.
-18.15%24.82%-6.55%8.37%13.95%8.19%
OUST
Ouster, Inc.
-29.21%30.86%9.91%-12.27%N/AN/A
ATAT
Atour Lifestyle Holdings Limited
5.65%18.28%6.40%58.79%N/AN/A
*Annualized

Monthly Returns

The table below presents the monthly returns of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202515.07%-11.75%-5.33%-3.36%5.21%-2.25%
20241.34%6.36%3.73%-0.19%13.08%2.81%9.49%-1.32%8.30%12.86%26.01%11.13%139.94%
202329.32%-3.93%-2.69%-10.89%2.02%4.57%13.42%-2.17%-5.84%-11.03%3.51%17.09%29.45%
20223.55%-1.38%2.12%

Expense Ratio

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is among the top 5% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9595
Overall Rank
The Sharpe Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9696
Sortino Ratio Rank
The Omega Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9696
Omega Ratio Rank
The Calmar Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9595
Calmar Ratio Rank
The Martin Ratio Rank of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
LX
LexinFintech Holdings Ltd.
4.364.001.586.8526.39
ALLT
Allot Communications Ltd
2.883.021.393.219.56
DCTH
Delcath Systems, Inc.
2.263.071.354.0410.33
FINV
FinVolution Group
1.662.351.312.196.74
GHM
Graham Corporation
0.380.901.110.421.02
AMSC
American Superconductor Corporation
0.641.551.170.981.84
ECOR
electroCore, Inc.
-0.350.071.01-0.35-0.89
ISSC
Innovative Solutions and Support, Inc.
0.140.701.090.160.39
OUST
Ouster, Inc.
-0.130.551.06-0.18-0.28
ATAT
Atour Lifestyle Holdings Limited
1.291.841.221.165.00

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha Sharpe ratio is 2.69. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 0.44 to 0.96, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.002.004.006.00December2025FebruaryMarchAprilMay
2.69
0.48
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha
Benchmark (^GSPC)
Portfolio components

Dividends

Dividend yield

TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha provided a 0.72% dividend yield over the last twelve months.


TTM20242023202220212020201920182017201620152014
Portfolio0.72%0.75%1.16%0.41%0.70%2.50%0.91%0.17%0.17%0.16%0.19%0.06%
LX
LexinFintech Holdings Ltd.
2.25%2.38%6.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ALLT
Allot Communications Ltd
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DCTH
Delcath Systems, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FINV
FinVolution Group
3.33%3.49%4.39%4.13%3.45%4.49%7.17%0.00%0.00%0.00%0.00%0.00%
GHM
Graham Corporation
0.00%0.00%0.00%0.00%3.54%2.90%1.92%1.66%1.72%1.63%1.90%0.56%
AMSC
American Superconductor Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ECOR
electroCore, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ISSC
Innovative Solutions and Support, Inc.
0.00%0.00%0.00%0.00%0.00%17.64%0.00%0.00%0.00%0.00%0.00%0.00%
OUST
Ouster, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ATAT
Atour Lifestyle Holdings Limited
1.58%1.67%0.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-19.69%
-7.82%
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha was 35.18%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha drawdown is 19.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.18%Feb 7, 202542Apr 8, 2025
-25.29%Feb 8, 202353Apr 25, 202367Aug 1, 2023120
-25.17%Aug 2, 202361Oct 26, 202394Mar 13, 2024155
-13.03%Apr 4, 202410Apr 17, 202413May 6, 202423
-11.9%Jul 17, 202416Aug 7, 202436Sep 27, 202452

Volatility

Volatility Chart

The current TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha volatility is 12.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
12.24%
11.21%
TOP 10 ALL 3 STRONG BUYS AS OF 1/5. /25 @ Seeking alpha
Benchmark (^GSPC)
Portfolio components

Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 10 assets, with an effective number of assets of 10.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

^GSPCECORISSCALLTDCTHATATGHMFINVLXAMSCOUSTPortfolio
^GSPC1.000.090.250.260.310.270.380.240.340.510.450.58
ECOR0.091.000.080.030.090.050.040.040.130.070.150.36
ISSC0.250.081.000.070.110.080.220.070.130.180.140.29
ALLT0.260.030.071.000.140.100.200.160.170.210.160.38
DCTH0.310.090.110.141.000.120.200.130.160.200.190.43
ATAT0.270.050.080.100.121.000.100.350.410.130.180.44
GHM0.380.040.220.200.200.101.000.100.110.350.290.44
FINV0.240.040.070.160.130.350.101.000.510.210.230.46
LX0.340.130.130.170.160.410.110.511.000.170.320.58
AMSC0.510.070.180.210.200.130.350.210.171.000.430.59
OUST0.450.150.140.160.190.180.290.230.320.431.000.65
Portfolio0.580.360.290.380.430.440.440.460.580.590.651.00
The correlation results are calculated based on daily price changes starting from Nov 14, 2022