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@liam · RH IndividualS&P 500
Performance overlay
@liam · RH Individual-19.4%
+90.1 pts ahead
Range-19.38%
| Metric | @liam · RH Individual | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | -92.1% | +11.3% |
| Since inception | -19.4% | +70.7% |
| 1Y return | — | +20.2% |
| YTD return | -19.4% | +9.3% |
| Risk | ||
| Max drawdown | -20.5% | -25.4% |
| Volatility | +26.1% | +17.2% |
| Beta | — | — |
| Sharpe | -6.44 | 0.71 |
| Valuation | ||
| Blended P/E | — | 26.81 |
| Dividend yield | — | +1.0% |
| Composition | ||
| Holdings | 8 | — |
| Top-3 concentration | +93.8% | — |
| Turnover | +25.8% | — |
| Avg market cap | $55M | — |
Top holdings · % of entity
| Symbol | @liam · RH Individual |
|---|---|
| GGR | 73.0% |
| LNSR | 17.9% |
| BMBL | 2.9% |
| DXYZ | 2.6% |
| DDI | 2.4% |
| SFM | 0.9% |
| LUKOY | 0.4% |
| GRAL | 0.0% |