Side-by-side comparison

Compare investment strategies

Space, AI Data and Battery Stocks Buy and Hold vs EP-Space Stock Strategy

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, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

0.0%

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19.7%

59.8%Best

52.1%

—

0.60

1.09Best

-36.7%Best

-52.0%

Each source uses its own scale

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24(Heart Attack Index (Collective2))

Inception

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2024-09-04

40%

67%Best

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)

ai and semiconductors, buy-and-hold, concentrated, defense, energy storage, space and satellites, thematic

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Asset classes / instruments

equities

stocks

Leaderboard views (Collective2)

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ira_account, popular

Market-relative

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

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0.11

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

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0.79

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

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0.31

Returns

Annual return compounded, strategy life (hypothetical model account)

—

59.80%

Annualized return since inception (Lighthorse, daily, hypothetical)

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56.78%

Return, 1 month (hypothetical model account)

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1.85%

Return, 3 months (hypothetical model account)

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17.37%

Return, 6 months (hypothetical model account)

—

18.96%

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

—

57.30%

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

19.72%

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

11.54%

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

2.91%

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

0.00%

—

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

2.97%

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Trading activity

Average leverage

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0.85

Average position time

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37,683

Maximum daily leverage

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5.75

Number of trades

—

136

Percent of trades profitable

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91.11%

Profit factor

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23.29

Win:loss ratio

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23.29

Risk metrics

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

0.54

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Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-44.06%

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

—

-23.64%

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

-36.71%

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Maximum drawdown, strategy life (hypothetical model account)

—

-52.00%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.08

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

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1.38

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

0.60

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Sharpe ratio, strategy life (hypothetical model account)

—

1.09

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

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2.40

Sortino ratio, strategy life (hypothetical model account)

—

1.75

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

52.09%

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Volatility since inception (Lighthorse, daily, hypothetical)

—

46.56%

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

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33.01%

Risk score

Heart Attack Index (Collective2)

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Construction

Rebalance corridor width

3.50%

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Rebalance frequency

none

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Identity

Strategy age

—

768

Cost & access

Subscription price per month

—

$80

Suggested minimum capital

—

$15k

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