Side-by-side comparison

Compare investment strategies

Global Arms Race: Defense, Energy & Commodities (RoundlyX) vs Top-3 Momentum in AI Chips, Nuclear and Defense Stocks

At a glance

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

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

-8.1%

0.0%Best

—

123.1%

16.2%Best

28.5%

0.67

3.01Best

-22.7%

-6.0%Best

Fee

1.00%

—

Each source uses its own scale

3.31(0-5 (Quantbase))

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Inception

2023-02-01

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64%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.

Global Arms Race: Defense, Energy & Commodities (RoundlyX)Compositeup 52.9%
S&P 500 ETFup 76.6%

No published history to chart: Top-3 Momentum in AI Chips, Nuclear and Defense Stocks.

Every published figureShow 36 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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ai chips, equal-weight, momentum rotation, nuclear power, space/defense, thematic equities, top-3 selection

Asset classes / instruments

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equities

Returns

Annual return (Quantbase data field) (basis not stated)

13.38%

—

Backtest end date (Quantbase data field)

2023-04-01

—

Return since chart start (cumulative) (client composite)

47.86%

—

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

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123.10%

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

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18.76%

Return, rolling 1 year (client composite)

-8.08%

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

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8.35%

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

—

0.00%

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

—

0.00%

Cost & access

Brokerage / custodian

Alpaca

—

Management / advisory fee

1.00%

—

Risk metrics

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

—

20.62

Daily volatility over the chart range (client composite)

1.02%

—

Max drawdown over the chart range (client composite)

-22.68%

—

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

—

-5.97%

Monthly volatility over the chart range (client composite)

5.10%

—

Sharpe ratio from daily returns over the chart range (client composite)

0.67

—

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

—

3.01

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

—

28.54%

Volatility over the chart range, annualized from daily (×√252) (client composite)

16.19%

—

Market-relative

Correlation to SPY (full history) (client composite)

0.59

—

Correlation to SPY (Quantbase data field) (basis not stated)

0.59

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Suitability

Experience minimum: bonds

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Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

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Experience minimum: options

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Construction

Last rebalance date

2026-10-01

—

Rebalance corridor width

—

8.00%

Rebalance frequency

quarterly

none

Disclosure

Metrics calculated through

2026-10-04

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Identity

Partner (Quantbase data field)

roundlyx

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Risk score

Qualitative risk score (Quantbase data field)

—

Risk score 0-5 (Quantbase)

3.31

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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