ai portfolio 44442

Asset Allocation

Position	Category/Sector	Target Weight
AGX Argan, Inc.	Industrials	3.33%
AMD Advanced Micro Devices, Inc.	Technology	3.33%
BE Bloom Energy Corporation	Industrials	3.33%
BTAL AGFiQ US Market Neutral Anti-Beta Fund	Long-Short	3.33%
CHAT Roundhill Generative AI & Technology ETF	Technology Equities	3.33%
CIEN Ciena Corporation	Technology	3.33%
CIFR Cipher Mining Inc.	Financial Services	3.33%
CLS Celestica Inc.	Technology	3.33%
GOOGL Alphabet Inc Class A	Communication Services	3.33%
INTC Intel Corporation	Technology	3.33%
IREN Iris Energy Limited	Financial Services	3.33%
LITE Lumentum Holdings Inc.	Technology	3.33%
MU Micron Technology, Inc.	Technology	3.33%
NVDA NVIDIA Corporation	Technology	3.33%
ORCL Oracle Corporation	Technology	3.33%
PSQ ProShares Short QQQ	Inverse Equities	3.33%
RWM ProShares Short Russell2000	Inverse Equities	3.33%
SARK Tradr Short Innovation Daily ETF	Inverse Equities, Leveraged	3.33%
SFTBY SoftBank Group Corp.	Communication Services	3.33%
SI=F Silver		3.33%
SOXS Direxion Daily Semiconductor Bear 3x Shares	Leveraged Equities, Leveraged	3.33%
SPDN Direxion Daily S&P 500 Bear 1x Shares	Inverse Equities	3.33%
SSG Proshares Ultrashort Semiconductors	Leveraged Equities, Leveraged	3.33%
STX Seagate Technology plc	Technology	3.33%
TSEM Tower Semiconductor Ltd	Technology	3.33%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	3.33%
UTES Virtus Reaves Utilities ETF	Utilities Equities, Actively Managed	3.33%
VST Vistra Corp.	Utilities	3.33%
WDC Western Digital Corporation	Technology	3.33%
WULF TeraWulf Inc.	Financial Services	3.33%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in ai portfolio 44442, 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.

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The earliest data available for this chart is May 18, 2023, corresponding to the inception date of CHAT

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.62%	0.64%	-0.30%	1.33%	25.06%	18.43%	10.57%	12.82%
Portfolio ai portfolio 44442	1.07%	10.38%	24.47%	34.05%	187.79%	—	—	—
Portfolio components:
CHAT Roundhill Generative AI & Technology ETF	0.96%	4.98%	16.30%	7.88%	103.09%	—	—	—
UTES Virtus Reaves Utilities ETF	-0.01%	0.23%	4.25%	-4.46%	31.30%	22.86%	16.69%	13.33%
SARK Tradr Short Innovation Daily ETF	2.21%	4.21%	7.14%	23.85%	-39.29%	-29.54%	—	—
SPDN Direxion Daily S&P 500 Bear 1x Shares	-0.63%	-0.43%	1.47%	0.89%	-16.06%	-10.95%	-7.65%	—
RWM ProShares Short Russell2000	-0.52%	-3.37%	-5.68%	-5.89%	-26.15%	-10.27%	-4.05%	-11.65%
PSQ ProShares Short QQQ	-0.68%	-0.47%	1.35%	1.47%	-21.00%	-16.47%	-11.24%	-17.79%
SOXS Direxion Daily Semiconductor Bear 3x Shares	-6.53%	-34.60%	-59.44%	-68.93%	-93.68%	-80.02%	-71.86%	-75.67%
TSM Taiwan Semiconductor Manufacturing Company Limited	-0.11%	5.60%	20.61%	22.54%	133.02%	62.49%	26.45%	33.80%
GOOGL Alphabet Inc Class A	0.37%	3.73%	1.83%	32.04%	101.37%	44.50%	23.11%	23.83%
LITE Lumentum Holdings Inc.	-0.21%	33.06%	142.58%	459.67%	1,394.95%	166.07%	57.86%	41.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since May 19, 2023, ai portfolio 44442's average daily return is +0.19%, while the average monthly return is +4.34%. At this rate, your investment would double in approximately 1.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Sep 2025 with a return of +23.6%, while the worst month was Dec 2024 at -7.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ai portfolio 44442 closed higher 57% of trading days. The best single day was Sep 10, 2025 with a return of +5.2%, while the worst single day was Jan 27, 2025 at -10.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	10.17%	5.16%	-2.24%	9.89%									24.47%
2025	3.05%	-4.52%	-6.33%	-0.40%	11.11%	17.32%	8.34%	11.90%	23.56%	14.85%	1.76%	-1.86%	105.61%
2024	-0.91%	4.80%	6.90%	-2.31%	8.96%	5.73%	-1.45%	-2.66%	5.26%	4.80%	12.67%	-7.20%	38.25%
2023					0.26%	2.73%	7.38%	-2.08%	-4.13%	-0.25%	5.13%	10.80%	20.65%

Benchmark Metrics

ai portfolio 44442 has an annualized alpha of 44.07%, beta of 0.89, and R² of 0.35 versus S&P 500 Index. Calculated based on daily prices since May 19, 2023.

This portfolio captured 266.12% of S&P 500 Index gains but only 73.87% of its losses — a favorable profile for investors.
R² of 0.35 means the benchmark explains less than half of this portfolio's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha: 44.07%

Beta: 0.89

R²: 0.35

Upside Capture: 266.12%

Downside Capture: 73.87%

Expense Ratio

ai portfolio 44442 has an expense ratio of 0.28%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

BTAL

AGFiQ US Market Neutral Anti-Beta Fund

SOXS

Direxion Daily Semiconductor Bear 3x Shares

RWM

ProShares Short Russell2000

PSQ

ProShares Short QQQ

SSG

Proshares Ultrashort Semiconductors

CHAT

Roundhill Generative AI & Technology ETF

SARK

Tradr Short Innovation Daily ETF

SPDN

Direxion Daily S&P 500 Bear 1x Shares

UTES

Virtus Reaves Utilities ETF

Return for Risk

Risk / Return Rank

ai portfolio 44442 ranks 99 for risk / return — in the top 99% of portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	5.68	1.84	+3.84
Sortino ratio Return per unit of downside risk	5.82	2.53	+3.29
Omega ratio Gain probability vs. loss probability	1.95	1.35	+0.61
Calmar ratio Return relative to maximum drawdown	12.55	3.83	+8.72
Martin ratio Return relative to average drawdown	44.92	16.98	+27.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
CHAT Roundhill Generative AI & Technology ETF	86	3.46	3.88	1.53	7.80	22.88
UTES Virtus Reaves Utilities ETF	33	1.53	2.04	1.27	2.81	7.09
SARK Tradr Short Innovation Daily ETF	1	-1.06	-1.54	0.83	-0.80	-0.98
SPDN Direxion Daily S&P 500 Bear 1x Shares	1	-1.16	-1.64	0.81	-0.87	-1.04
RWM ProShares Short Russell2000	1	-1.32	-1.89	0.79	-0.89	-1.20
PSQ ProShares Short QQQ	1	-1.21	-1.75	0.81	-0.85	-1.05
SOXS Direxion Daily Semiconductor Bear 3x Shares	1	-0.93	-2.93	0.68	-1.00	-1.12
TSM Taiwan Semiconductor Manufacturing Company Limited	95	3.80	4.24	1.53	8.44	30.94
GOOGL Alphabet Inc Class A	93	3.54	4.42	1.55	5.78	21.70
LITE Lumentum Holdings Inc.	99	17.81	6.55	1.94	56.13	233.72

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

ai portfolio 44442 Sharpe ratios as of Apr 10, 2026 (values are recalculated daily):

1-Year: 5.68
All Time: 2.71

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.87 to 2.87, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of ai portfolio 44442 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

ai portfolio 44442 provided a 1.52% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.52%	1.58%	2.07%	2.22%	1.76%	1.60%	0.95%	1.05%	0.99%	0.80%	1.25%	0.70%
Portfolio components:
CHAT Roundhill Generative AI & Technology ETF	2.45%	2.85%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UTES Virtus Reaves Utilities ETF	1.44%	1.42%	1.51%	2.44%	2.13%	1.94%	2.09%	1.84%	2.09%	3.44%	3.53%	0.61%
SARK Tradr Short Innovation Daily ETF	2.63%	2.82%	15.49%	12.57%	25.22%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPDN Direxion Daily S&P 500 Bear 1x Shares	3.72%	4.06%	5.32%	5.84%	0.96%	0.00%	0.10%	1.89%	1.24%	0.42%	0.00%	0.00%
RWM ProShares Short Russell2000	3.76%	3.97%	6.03%	4.78%	0.39%	0.00%	0.20%	1.55%	0.87%	0.07%	0.00%	0.00%
PSQ ProShares Short QQQ	4.32%	4.97%	7.15%	6.01%	0.35%	0.00%	0.31%	1.75%	0.95%	0.02%	0.00%	0.00%
SOXS Direxion Daily Semiconductor Bear 3x Shares	13.32%	10.79%	5.45%	9.22%	0.19%	0.00%	3.58%	2.30%	0.76%	0.00%	0.00%	0.00%
TSM Taiwan Semiconductor Manufacturing Company Limited	0.91%	1.00%	1.18%	1.78%	2.49%	1.57%	1.56%	3.46%	3.64%	2.32%	2.61%	2.54%
GOOGL Alphabet Inc Class A	0.26%	0.27%	0.32%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LITE Lumentum Holdings 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%

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.

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Worst Drawdowns

The table below displays the maximum drawdowns of the ai portfolio 44442. 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 ai portfolio 44442 was 21.92%, occurring on Apr 10, 2025. Recovery took 52 trading sessions.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-21.92%	Jan 27, 2025	53	Apr 10, 2025	52	Jun 16, 2025	105
-13.13%	Jul 17, 2024	16	Aug 7, 2024	54	Oct 21, 2024	70
-10.7%	Nov 6, 2025	12	Nov 21, 2025	15	Dec 11, 2025	27
-10.27%	Jul 14, 2023	59	Oct 3, 2023	55	Dec 19, 2023	114
-9.42%	Feb 26, 2026	9	Mar 8, 2026	10	Mar 19, 2026	19

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 30 assets, with an effective number of assets of 30.00, 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.

	Benchmark	SI=F	UTES	AGX	VST	INTC	GOOGL	IREN	WULF	ORCL	BE	CIFR	STX	TSEM	SFTBY	LITE	CIEN	AMD	CLS	MU	WDC	NVDA	TSM	RWM	BTAL	SARK	SSG	SPDN	SOXS	PSQ	CHAT	Portfolio
Benchmark	1.00	0.18	0.43	0.37	0.41	0.49	0.59	0.41	0.43	0.56	0.43	0.43	0.50	0.48	0.56	0.50	0.56	0.59	0.53	0.54	0.55	0.64	0.62	-0.76	-0.63	-0.73	-0.74	-0.99	-0.77	-0.94	0.81	0.63
SI=F	0.18	1.00	0.15	0.12	0.09	0.13	0.17	0.12	0.15	0.06	0.16	0.15	0.11	0.13	0.19	0.15	0.15	0.15	0.14	0.15	0.16	0.10	0.14	-0.18	-0.19	-0.18	-0.13	-0.17	-0.18	-0.16	0.19	0.24
UTES	0.43	0.15	1.00	0.37	0.72	0.22	0.17	0.23	0.26	0.23	0.35	0.31	0.29	0.24	0.23	0.31	0.39	0.23	0.32	0.24	0.33	0.21	0.29	-0.43	-0.30	-0.35	-0.26	-0.41	-0.28	-0.31	0.32	0.44
AGX	0.37	0.12	0.37	1.00	0.33	0.18	0.22	0.26	0.28	0.24	0.40	0.33	0.29	0.26	0.24	0.32	0.39	0.26	0.35	0.32	0.35	0.25	0.30	-0.45	-0.39	-0.36	-0.32	-0.36	-0.32	-0.33	0.35	0.47
VST	0.41	0.09	0.72	0.33	1.00	0.18	0.21	0.23	0.23	0.32	0.30	0.26	0.31	0.24	0.24	0.33	0.39	0.31	0.41	0.33	0.39	0.37	0.37	-0.35	-0.34	-0.36	-0.39	-0.39	-0.36	-0.37	0.43	0.46
INTC	0.49	0.13	0.22	0.18	0.18	1.00	0.27	0.23	0.24	0.27	0.30	0.22	0.35	0.36	0.38	0.37	0.34	0.46	0.32	0.44	0.37	0.33	0.33	-0.45	-0.42	-0.41	-0.45	-0.48	-0.60	-0.49	0.47	0.41
GOOGL	0.59	0.17	0.17	0.22	0.21	0.27	1.00	0.29	0.27	0.32	0.23	0.25	0.30	0.30	0.37	0.30	0.33	0.40	0.33	0.35	0.36	0.38	0.39	-0.36	-0.39	-0.45	-0.44	-0.57	-0.45	-0.62	0.55	0.40
IREN	0.41	0.12	0.23	0.26	0.23	0.23	0.29	1.00	0.68	0.28	0.37	0.71	0.23	0.27	0.35	0.28	0.28	0.36	0.31	0.29	0.30	0.31	0.32	-0.42	-0.41	-0.53	-0.35	-0.41	-0.37	-0.40	0.44	0.69
WULF	0.43	0.15	0.26	0.28	0.23	0.24	0.27	0.68	1.00	0.24	0.39	0.72	0.27	0.32	0.32	0.31	0.32	0.30	0.32	0.27	0.28	0.30	0.28	-0.49	-0.44	-0.53	-0.34	-0.42	-0.36	-0.40	0.42	0.70
ORCL	0.56	0.06	0.23	0.24	0.32	0.27	0.32	0.28	0.24	1.00	0.29	0.27	0.31	0.28	0.39	0.34	0.39	0.39	0.42	0.36	0.37	0.47	0.43	-0.40	-0.40	-0.46	-0.51	-0.54	-0.47	-0.56	0.58	0.43
BE	0.43	0.16	0.35	0.40	0.30	0.30	0.23	0.37	0.39	0.29	1.00	0.44	0.33	0.32	0.31	0.36	0.39	0.31	0.40	0.37	0.39	0.26	0.33	-0.54	-0.52	-0.51	-0.35	-0.43	-0.42	-0.40	0.42	0.61
CIFR	0.43	0.15	0.31	0.33	0.26	0.22	0.25	0.71	0.72	0.27	0.44	1.00	0.25	0.32	0.33	0.30	0.33	0.31	0.32	0.28	0.28	0.29	0.32	-0.51	-0.47	-0.56	-0.34	-0.42	-0.37	-0.40	0.43	0.72
STX	0.50	0.11	0.29	0.29	0.31	0.35	0.30	0.23	0.27	0.31	0.33	0.25	1.00	0.37	0.27	0.40	0.41	0.40	0.45	0.53	0.73	0.37	0.41	-0.42	-0.41	-0.35	-0.47	-0.49	-0.55	-0.50	0.49	0.52
TSEM	0.48	0.13	0.24	0.26	0.24	0.36	0.30	0.27	0.32	0.28	0.32	0.32	0.37	1.00	0.34	0.49	0.46	0.41	0.44	0.41	0.41	0.39	0.44	-0.44	-0.52	-0.44	-0.50	-0.49	-0.56	-0.50	0.51	0.52
SFTBY	0.56	0.19	0.23	0.24	0.24	0.38	0.37	0.35	0.32	0.39	0.31	0.33	0.27	0.34	1.00	0.35	0.34	0.40	0.40	0.41	0.35	0.45	0.46	-0.47	-0.46	-0.53	-0.53	-0.56	-0.54	-0.56	0.59	0.49
LITE	0.50	0.15	0.31	0.32	0.33	0.37	0.30	0.28	0.31	0.34	0.36	0.30	0.40	0.49	0.35	1.00	0.62	0.42	0.54	0.49	0.50	0.46	0.47	-0.45	-0.54	-0.43	-0.55	-0.49	-0.56	-0.51	0.56	0.60
CIEN	0.56	0.15	0.39	0.39	0.39	0.34	0.33	0.28	0.32	0.39	0.39	0.33	0.41	0.46	0.34	0.62	1.00	0.43	0.57	0.43	0.46	0.41	0.48	-0.51	-0.53	-0.48	-0.52	-0.55	-0.56	-0.56	0.58	0.59
AMD	0.59	0.15	0.23	0.26	0.31	0.46	0.40	0.36	0.30	0.39	0.31	0.31	0.40	0.41	0.40	0.42	0.43	1.00	0.45	0.51	0.47	0.57	0.58	-0.45	-0.51	-0.48	-0.65	-0.57	-0.74	-0.64	0.66	0.51
CLS	0.53	0.14	0.32	0.35	0.41	0.32	0.33	0.31	0.32	0.42	0.40	0.32	0.45	0.44	0.40	0.54	0.57	0.45	1.00	0.50	0.52	0.51	0.58	-0.46	-0.52	-0.46	-0.61	-0.52	-0.60	-0.57	0.62	0.63
MU	0.54	0.15	0.24	0.32	0.33	0.44	0.35	0.29	0.27	0.36	0.37	0.28	0.53	0.41	0.41	0.49	0.43	0.51	0.50	1.00	0.64	0.55	0.59	-0.44	-0.52	-0.45	-0.66	-0.53	-0.72	-0.60	0.65	0.57
WDC	0.55	0.16	0.33	0.35	0.39	0.37	0.36	0.30	0.28	0.37	0.39	0.28	0.73	0.41	0.35	0.50	0.46	0.47	0.52	0.64	1.00	0.50	0.52	-0.47	-0.51	-0.43	-0.59	-0.55	-0.62	-0.57	0.61	0.60
NVDA	0.64	0.10	0.21	0.25	0.37	0.33	0.38	0.31	0.30	0.47	0.26	0.29	0.37	0.39	0.45	0.46	0.41	0.57	0.51	0.55	0.50	1.00	0.64	-0.34	-0.47	-0.45	-0.92	-0.62	-0.69	-0.72	0.75	0.50
TSM	0.62	0.14	0.29	0.30	0.37	0.33	0.39	0.32	0.28	0.43	0.33	0.32	0.41	0.44	0.46	0.47	0.48	0.58	0.58	0.59	0.52	0.64	1.00	-0.45	-0.53	-0.48	-0.73	-0.61	-0.75	-0.68	0.72	0.57
RWM	-0.76	-0.18	-0.43	-0.45	-0.35	-0.45	-0.36	-0.42	-0.49	-0.40	-0.54	-0.51	-0.42	-0.44	-0.47	-0.45	-0.51	-0.45	-0.46	-0.44	-0.47	-0.34	-0.45	1.00	0.69	0.76	0.47	0.75	0.61	0.62	-0.59	-0.59
BTAL	-0.63	-0.19	-0.30	-0.39	-0.34	-0.42	-0.39	-0.41	-0.44	-0.40	-0.52	-0.47	-0.41	-0.52	-0.46	-0.54	-0.53	-0.51	-0.52	-0.52	-0.51	-0.47	-0.53	0.69	1.00	0.73	0.58	0.62	0.65	0.64	-0.68	-0.63
SARK	-0.73	-0.18	-0.35	-0.36	-0.36	-0.41	-0.45	-0.53	-0.53	-0.46	-0.51	-0.56	-0.35	-0.44	-0.53	-0.43	-0.48	-0.48	-0.46	-0.45	-0.43	-0.45	-0.48	0.76	0.73	1.00	0.55	0.72	0.62	0.72	-0.68	-0.62
SSG	-0.74	-0.13	-0.26	-0.32	-0.39	-0.45	-0.44	-0.35	-0.34	-0.51	-0.35	-0.34	-0.47	-0.50	-0.53	-0.55	-0.52	-0.65	-0.61	-0.66	-0.59	-0.92	-0.73	0.47	0.58	0.55	1.00	0.71	0.86	0.82	-0.83	-0.60
SPDN	-0.99	-0.17	-0.41	-0.36	-0.39	-0.48	-0.57	-0.41	-0.42	-0.54	-0.43	-0.42	-0.49	-0.49	-0.56	-0.49	-0.55	-0.57	-0.52	-0.53	-0.55	-0.62	-0.61	0.75	0.62	0.72	0.71	1.00	0.76	0.92	-0.79	-0.62
SOXS	-0.77	-0.18	-0.28	-0.32	-0.36	-0.60	-0.45	-0.37	-0.36	-0.47	-0.42	-0.37	-0.55	-0.56	-0.54	-0.56	-0.56	-0.74	-0.60	-0.72	-0.62	-0.69	-0.75	0.61	0.65	0.62	0.86	0.76	1.00	0.83	-0.82	-0.63
PSQ	-0.94	-0.16	-0.31	-0.33	-0.37	-0.49	-0.62	-0.40	-0.40	-0.56	-0.40	-0.40	-0.50	-0.50	-0.56	-0.51	-0.56	-0.64	-0.57	-0.60	-0.57	-0.72	-0.68	0.62	0.64	0.72	0.82	0.92	0.83	1.00	-0.87	-0.63
CHAT	0.81	0.19	0.32	0.35	0.43	0.47	0.55	0.44	0.42	0.58	0.42	0.43	0.49	0.51	0.59	0.56	0.58	0.66	0.62	0.65	0.61	0.75	0.72	-0.59	-0.68	-0.68	-0.83	-0.79	-0.82	-0.87	1.00	0.69
Portfolio	0.63	0.24	0.44	0.47	0.46	0.41	0.40	0.69	0.70	0.43	0.61	0.72	0.52	0.52	0.49	0.60	0.59	0.51	0.63	0.57	0.60	0.50	0.57	-0.59	-0.63	-0.62	-0.60	-0.62	-0.63	-0.63	0.69	1.00

The correlation results are calculated based on daily price changes starting from May 19, 2023

ai portfolio 44442

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table