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AKkI-Leverage

Last updated Feb 21, 2024

Asset Allocation


TECL 100%EquityEquity
PositionCategory/SectorWeight
TECL
Direxion Daily Technology Bull 3X Shares
Leveraged Equities, Leveraged

100%

Performance

The chart shows the growth of an initial investment of $10,000 in AKkI-Leverage, 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 Quarterly


-20.00%0.00%20.00%40.00%60.00%80.00%SeptemberOctoberNovemberDecember2024February
54.83%
13.40%
AKkI-Leverage
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Dec 17, 2008, corresponding to the inception date of TECL

Returns

As of Feb 21, 2024, the AKkI-Leverage returned 9.52% Year-To-Date and 41.77% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
N/AN/AN/AN/AN/AN/A
AKkI-Leverage9.52%-1.15%54.83%142.63%44.99%41.77%
TECL
Direxion Daily Technology Bull 3X Shares
9.52%-1.15%54.83%142.63%44.99%41.77%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.09%
20236.37%-6.79%-19.55%-1.69%41.22%11.64%

Sharpe Ratio

The current AKkI-Leverage Sharpe ratio is 2.49. A Sharpe ratio higher than 2.0 is considered very good.

-1.000.001.002.003.004.002.49

The Sharpe ratio of AKkI-Leverage 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2024February
2.49
1.75
AKkI-Leverage
Benchmark (^GSPC)
Portfolio components

Dividend yield

AKkI-Leverage granted a 0.26% dividend yield in the last twelve months.


TTM2023202220212020201920182017
AKkI-Leverage0.26%0.28%0.22%0.32%0.52%0.25%0.47%0.10%
TECL
Direxion Daily Technology Bull 3X Shares
0.26%0.28%0.22%0.32%0.52%0.25%0.47%0.10%

Expense Ratio

The AKkI-Leverage has a high expense ratio of 1.08%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


1.08%
0.00%2.15%

Risk-Adjusted Performance

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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
TECL
Direxion Daily Technology Bull 3X Shares
2.49

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2024February
-18.75%
-1.08%
AKkI-Leverage
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the AKkI-Leverage. 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 AKkI-Leverage was 77.96%, occurring on Oct 12, 2022. The portfolio has not yet recovered.

The current AKkI-Leverage drawdown is 18.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.96%Dec 28, 2021200Oct 12, 2022
-75.1%Feb 20, 202023Mar 23, 2020107Aug 24, 2020130
-59.71%Oct 4, 201856Dec 24, 2018135Jul 10, 2019191
-52.21%Feb 9, 2011134Aug 19, 2011130Feb 27, 2012264
-51.87%Jan 7, 200942Mar 9, 200923Apr 9, 200965

Volatility Chart

The current AKkI-Leverage volatility is 14.32%, 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%SeptemberOctoberNovemberDecember2024February
14.32%
3.37%
AKkI-Leverage
Benchmark (^GSPC)
Portfolio components
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