Side-by-side comparison

Compare investment strategies

Adaptive Investments Systematic Stock Strategy vs Rising Rates Volatility Switch Risk-Parity Mix

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Hypo, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

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6.3%

82.0%Best

3.6%

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0.2%

1.53

18.06Best

-33.1%

-0.0%Best

Each source uses its own scale

8(Heart Attack Index (Collective2))

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Inception

2024-07-22

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70%Best

40%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Adaptive Investments Systematic Stock StrategyHypoup 255.7%
S&P 500 ETFup 40.2%

No published history to chart: Rising Rates Volatility Switch Risk-Parity Mix.

Every published figureShow 44 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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financials, gold, leveraged etfs, multi-asset, risk parity, risk-on/risk-off, tactical, tech, treasuries, u.s. dollar, volatility targeting

Asset classes / instruments

stocks

equities

Leaderboard views (Collective2)

ira_account, popular, tos

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Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

0.14

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Beta vs S&P 500, strategy life (hypothetical model account)

0.63

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Correlation to S&P 500, strategy life (hypothetical model account)

0.29

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Returns

Annual return compounded, strategy life (hypothetical model account)

82.00%

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Annualized return since inception (Lighthorse, daily, hypothetical)

74.06%

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Return, 1 month (hypothetical model account)

10.94%

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Return, 3 months (hypothetical model account)

8.69%

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Return, 6 months (hypothetical model account)

7.16%

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Return, last 365 days (Lighthorse, daily, hypothetical)

43.75%

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Return, out-of-sample period (annualized) (out-of-sample)

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3.62%

Return, out-of-sample period (cumulative) (out-of-sample)

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2.81%

Return, trailing 1 month (out-of-sample)

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0.34%

Return, trailing 1 year (out-of-sample)

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6.30%

Return, trailing 3 months (out-of-sample)

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0.95%

Trading activity

Average leverage

2.36

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Average position time

3,417

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Maximum daily leverage

4.38

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Number of trades

279

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Percent of trades profitable

49.64%

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Profit factor

1.56

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Win:loss ratio

1.56

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Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

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331.36

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-33.10%

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Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

-33.10%

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Maximum drawdown, out-of-sample period (out-of-sample)

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-0.01%

Maximum drawdown, strategy life (hypothetical model account)

-33.10%

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Sharpe ratio since inception (Lighthorse, daily, hypothetical)

1.38

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Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

0.97

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Sharpe ratio, out-of-sample period (out-of-sample)

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18.06

Sharpe ratio, strategy life (hypothetical model account)

1.53

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Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

1.53

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Sortino ratio, strategy life (hypothetical model account)

2.60

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Standard deviation, out-of-sample period (out-of-sample)

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0.20%

Volatility since inception (Lighthorse, daily, hypothetical)

41.95%

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Volatility, last 365 days (Lighthorse, daily, hypothetical)

41.06%

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Risk score

Heart Attack Index (Collective2)

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Construction

Rebalance corridor width

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5.00%

Rebalance frequency

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none

Identity

Strategy age

813

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Cost & access

Subscription price per month

$495

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Suggested minimum capital

$15k

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources