Side-by-side comparison

Compare investment strategies

Pershing Square Style Basket with VIX Hedge and Dip Buys vs Axiom 13F Equal-Weight Replica (Tech and AI)

What they hold

The latest holdings each source publishes. Simulated holdings come from a backtest; a stated mix is a target from the strategy's documents.

as of 2026-10-19

as of 2026-10-11

Asset mix

ETFs 66% · Stocks 34%

Stocks 67% · ETFs 33%

Top 5 holdings

SQQQ66.3%
GOOGL6.6%
HLT6.2%
CMG5.6%
QSR5.4%
of 10 positions

QQQ32.7%
NVDA18.4%
TSM10.0%
ASML9.2%
MSFT7.2%
of 11 positions

Overlap

The share of portfolio weight two strategies hold in common (strategies with published holdings).

	Pershing Square Style Basket with VIX Hedge and Dip Buys	Axiom 13F Equal-Weight Replica (Tech and AI)
Pershing Square Style Basket with VIX Hedge and Dip Buys		5%
Axiom 13F Equal-Weight Replica (Tech and AI)	5%

Every published figureShow 43 attributes

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

Classification

AI categories (Composer)

13f clone, leveraged etfs, long/short, momentum, risk management, tactical allocation, volatility hedge

13f replication, concentrated growth, large-cap tech, nasdaq-100 exposure, semiconductors

Asset classes / instruments

equities

Market-relative

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

0.17

0.04

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

0.72

1.33

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

0.37

0.90

Trading activity

Annualized turnover, backtest period (backtest)

35.23

1.17

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

28.73

1.19

Daily win rate, backtest period (backtest)

56.04%

55.13%

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

50.39%

57.00%

Backtest

Backtest final value (from $10,000)

$3.1M

$81k

Backtest regulatory fees

$5,695

Backtest slippage cost

$47k

Returns

Backtest length

2,095

1,890

Out-of-sample length

514

507

Return, backtest period (annualized) (backtest)

99.40%

32.08%

Return, backtest period (cumulative) (backtest)

31k%

706.59%

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

26.33%

28.49%

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

60.33%

65.75%

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

3.13%

0.42%

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

-0.60%

4.47%

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

3.60%

-0.31%

Return, trailing 1 year (backtest)

7.75%

20.49%

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

6.40%

21.46%

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

4.94%

1.55%

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

-4.77%

7.19%

SPY annualized return over the backtest window (backtest)

14.74%

15.93%

Risk metrics

Calmar ratio, backtest period (backtest)

5.30

0.68

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

1.78

1.18

Maximum drawdown, backtest period (backtest)

-18.74%

-47.26%

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

-14.79%

-24.20%

Sharpe ratio, backtest period (backtest)

2.26

1.12

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

0.88

1.15

Sortino ratio, backtest period (backtest)

4.43

1.64

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

1.99

1.71

Standard deviation, backtest period (backtest)

32.90%

28.34%

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

32.02%

24.33%

Quality

Community review status

ACTIVE

Holdings

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

0.22

0.17

Construction

Logic complexity (node count)

352

Rebalance corridor width

10.00%

Rebalance frequency

none

Popularity

Remixes (copies)

Watchers

Pershing Square Style Basket with VIX Hedge and Dip Buys

Axiom 13F Equal-Weight Replica (Tech and AI)

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Overlap

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

Overlap

Do the holdings back the rules?

Costs, access & sources