📈 Monthly Strategy Summary

September 2026 | Report generated: 2026-09-01 07:01

→ Global Attribution Analysis → HK Attribution Analysis
Global Strategy NAV
102.1
Base = 100
HK Strategy NAV
97.5
Base = 100
Combined Alpha
+4.2%
vs Benchmark (Period)

🌍 Global Strategy Performance

MetricValueTargetStatus
Period Return+2.07%+15% / 6mo✅ Positive
Annualized Return+8.55%+30%⚠️ Below
Alpha (Period)+4.18%+5%✅ Generating
Beta0.18< 1.0✅ Lower Risk
Sharpe Ratio0.750.8✅ Good
Max Drawdown-3.19%-19%✅ Within Limit
Current Drawdown-2.73%-12%✅ Safe
Win Rate (Daily)37.1%55%⚠️ Below

🇭🇰 HK Strategy Performance

MetricValueTargetStatus
Period Return-2.50%+15% / 6mo⚠️ Negative
Annualized Return-9.77%+30%⚠️ Below
Alpha (Period)+4.28%+5%✅ Generating
Beta-0.58< 1.0✅ Lower Risk
Sharpe Ratio-0.501.0⚠️ Low
Max Drawdown-6.01%-19%✅ Within Limit
Current Drawdown-5.37%-12%✅ Safe
Win Rate (Daily)34.4%55%⚠️ Below

🎯 Performance Summary

Based on actual transaction history from 2026-07-01 to 2026-09-01.
⚠️ Strategy launched in mid-May 2026. Longer-term metrics (YTD, 6-month outlook) will become available as more history accumulates.

StrategyPeriod ReturnAnnualizedSharpeMax DDCurrent DD
Global (Top 10) +2.07% +8.55% 0.75 -3.19% -2.73%
HK (Top 5) -2.50% -9.77% -0.50 -6.01% -5.37%

📊 Benchmark Comparison

Strategy performance vs broad market benchmarks over the same period.
Period: 2026-07-01 to 2026-09-01

BenchmarkTickerPeriod ReturnMax DrawdownStrategy vs Benchmark
🌍 MSCI ACWI (All Country World) ACWI +2.92% -3.48% -0.85% Underperformed
🇭🇰 Hang Seng Index ^HSI +10.89% -3.43% -13.39% Underperformed