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Performance




Portfolio Metrics vs Benchmark
Kalenjin
Benchmark
Annualized Return
6.42%
7.71%
Maximum Drawdown
-16.16%
-11.41%
Maximum wait in yrs from drawdown:
2.15
1.17
Annualized Standard Deviation
9.21%
7.92%
Annualized Downside Deviation
12.32%
11.43%
Sharpe Ratio
0.70
0.97
Information Ratio:
-0.17
0.00

Portfolio Monthly Returns
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Return
2013
5.49%
-1.84%
4.38%
2.40%
0.52%
1.64%
13.08%
2014
-2.96%
3.95%
-0.50%
0.17%
2.30%
1.23%
-0.99%
2.95%
-2.34%
-0.53%
1.77%
-1.02%
3.85%
2015
2.10%
0.82%
-0.38%
1.82%
-0.66%
-2.77%
1.93%
-5.82%
-0.26%
0.00%
-0.74%
-1.54%
-5.63%
2016
-3.46%
0.54%
0.74%
0.31%
-0.12%
0.78%
1.59%
-0.64%
0.15%
-1.81%
-0.71%
1.41%
-1.32%
2017
2.43%
2.86%
1.27%
1.66%
2.37%
-0.16%
3.56%
1.06%
0.72%
2.20%
19.43%
Positive Months:
59.62%
Avg. Return Positive Months:
1.84%
Avg. Return Negative Months:
-1.39%
Best Month:
5.49%
Worst Month:
-5.82%

Benchmark Monthly Returns
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Return
2013
3.18%
-1.79%
3.80%
2.53%
0.85%
1.12%
9.98%
2014
-2.05%
3.30%
0.22%
0.77%
1.75%
1.29%
-1.16%
2.03%
-2.25%
1.04%
1.05%
-1.11%
4.82%
2015
-0.16%
3.15%
-0.59%
1.45%
0.03%
-1.75%
0.65%
-4.11%
-1.80%
4.39%
-0.20%
-1.37%
-0.59%
2016
-3.04%
-0.28%
5.12%
0.72%
0.42%
0.77%
2.73%
0.12%
0.52%
-1.51%
-0.29%
1.19%
6.43%
2017
1.88%
1.89%
0.86%
1.35%
1.43%
0.37%
1.71%
0.64%
1.05%
0.89%
12.73%
Positive Months:
69.23%
Avg. Return Positive Months:
1.56%
Avg. Return Negative Months:
-1.47%
Best Month:
5.12%
Worst Month:
-4.11%