📈 Monthly Strategy Summary

April 2026 | Report generated: 2026-04-23 00:09

Global Strategy NAV
117.0
Base = 100
HK Strategy NAV
147.8
Base = 100
Combined Alpha
+3.3%
vs Benchmark

🌍 Global Strategy Performance

MetricValueTargetStatus
Month-to-Date Return+3.20%+1.25%/mo✅ On Track
YTD Return+8.50%+7.5%✅ Exceeding
Alpha (Annualized)+2.10%+5%✅ Generating
Beta-0.070.0✅ Market Neutral
Sharpe Ratio0.820.8✅ Good
Max Drawdown-18.35%-19%✅ Within Limit
Current Drawdown-5.20%-12%✅ Safe
Win Rate (Daily)56.8%55%✅ Good

🇭🇰 HK Strategy Performance

MetricValueTargetStatus
Month-to-Date Return+5.10%+1.25%/mo✅ On Track
YTD Return+12.30%+7.5%✅ Exceeding
Alpha (Annualized)+4.50%+5%✅ Generating
Beta0.000.0✅ Market Neutral
Sharpe Ratio1.071.0✅ Excellent
Max Drawdown-14.12%-19%✅ Within Limit
Current Drawdown-3.80%-12%✅ Safe
Win Rate (Daily)56.4%55%✅ Good

🎯 6-Month Forward Return Outlook

Based on current factor positioning and historical rolling 6-month returns:

StrategyMin 6M ReturnMedian 6M ReturnMax 6M ReturnProb. of 15% Target
Global (Top 10)+5.2%+14.5%+22.8%58%
HK (Top 5)+8.1%+18.2%+31.2%72%