Side-by-side comparison

Compare investment strategies

Kearsarge All-Weather with Dividends and Rate Trades vs Small Cap Dividend Factor US 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 (OOS, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

-10.2%

19.4%Best

18.5%Best

6.1%

25.7%

15.1%Best

0.77

1.10Best

-17.8%

-8.1%Best

Fee

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0.20%

Minimum investment

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$100

Each source uses its own scale

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3(1-5 (Interactive Advisors))

Inception

2023-11-27

2016-12-22

Holdings

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80%

82%Best

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.

Small Cap Dividend Factor US StocksLiveup 53.0%
S&P 500 ETFup 79.9%

No published history to chart: Kearsarge All-Weather with Dividends and Rate Trades.

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Event handling / exception

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Hedge / defensive overlay

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Hedge / defensive overlay: Inverse / short exposure

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Include screen: Dividends / yield

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Leverage use

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Number of holdings

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Rebalance schedule

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Risk control

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Sector / asset cap

—

Trading signal: Interest rates / yield curve

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Trading signal: RSI overbought / oversold

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Trading signal: Trend (moving averages)

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Trading signal: Volatility regime (VIX)

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Universe / index

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Weight by score: Dividends / yield

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Every published figureShow 76 attributes

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

Classification

AI categories (Composer)

all-weather, bonds, commodities, crash protection, equities, leveraged etfs, tactical multi-asset, trend-following, volatility-managed

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Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Diversified portfolios, Income generating portfolios, Undervalued companies

ESG / responsible flag

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Smart beta flag

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Yes

Theme keywords (Interactive Advisors)

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Dividend yields, Mid-cap, Small-cap

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.08

—

Beta vs SPY, out-of-sample (out-of-sample)

0.66

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Correlation (R) vs SPY, out-of-sample (out-of-sample)

0.39

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Returns

Annualized return since inception (Lighthorse, daily, live)

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6.15%

Backtest length

1,100

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Out-of-sample length

725

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Return since inception (annualized) (live account)

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6.10%

Return since inception (cumulative) (live account)

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79.00%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

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3.98%

Return, backtest period (annualized) (backtest)

31.62%

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Return, backtest period (cumulative) (backtest)

232.15%

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Return, last 30 days (live account)

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-5.20%

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

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22.01%

Return, last 365 days (live account)

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19.40%

Return, last 5 years (cumulative) (live account)

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28.60%

Return, last 90 days (live account)

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-1.20%

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

18.46%

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

62.25%

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

2.69%

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

-2.18%

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

4.11%

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Return, trailing 1 year (backtest)

-7.71%

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

-10.20%

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Return, trailing 2 weeks (out-of-sample)

4.84%

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

0.16%

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Return, year to date (live account)

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16.70%

SPY annualized return over the backtest window (backtest)

16.81%

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Trading activity

Annualized turnover, backtest period (backtest)

34.34

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Annualized turnover, out-of-sample period (out-of-sample)

32.75

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Daily win rate, backtest period (backtest)

56.18%

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Daily win rate, out-of-sample period (out-of-sample)

56.14%

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Backtest

Backtest final value (from $10,000)

$33k

—

Backtest regulatory fees

$117

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Backtest slippage cost

$713

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Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.77

Calmar ratio, backtest period (backtest)

1.78

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

1.04

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Maximum drawdown since inception (Lighthorse, daily, live)

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-42.13%

Maximum drawdown, backtest period (backtest)

-17.81%

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

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-8.09%

Maximum drawdown, last 365 days (live account)

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-8.10%

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

-17.81%

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Sharpe ratio since inception (Lighthorse, daily, live)

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0.26

Sharpe ratio, backtest period (backtest)

1.32

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

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1.15

Sharpe ratio, last 365 days (live account)

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1.10

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

0.77

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Sortino ratio, backtest period (backtest)

3.19

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

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1.82

Sortino ratio, last 365 days (live account)

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1.91

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

2.09

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Standard deviation, backtest period (backtest)

22.50%

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

25.74%

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Value-at-risk 95% 1-week, last 365 days (live account)

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-3.50%

Volatility since inception (Lighthorse, daily, live)

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22.28%

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

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14.38%

Volatility, last 365 days (live account)

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15.10%

Quality

Community review status

ACTIVE

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Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

0.18

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Construction

Logic complexity (node count)

1,753

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Rebalance frequency

daily

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Rebalancing (methodology text)

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rebalances quarterly; rebalanced on a quarterly

Cost & access

Management / advisory fee

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0.20%

Minimum investment

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$100

Disclosure

Metrics calculated through

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2026-10-09

Popularity

Remixes (copies)

—

Watchers

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Risk score

Risk label (Interactive Advisors)

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Growth plus

Risk score 1-5 (Interactive Advisors)

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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