Our Performance

Portfolio Returns & Risk Metrics
Bird

(after fees)

ALSI

(before fees)

1 month 4.03% 6.34%
3 months 0.57% 4.63%
Lifetime CAGR 15.37% 13.85%
12 month average return 0.21% 0.01%
Rolling 12 month CAGR 2.51% 0.13%
12 month standard dev 2.35% 3.22%
Rolling 12 month stdev annual 8.14% 11.14%
Risk free rate 6.75% 6.75%
Excess return – 12 months -4.24 -2.21%
Rolling month Sharpe Ratio -0.5211 -0.198731333

monthly returns

After fees with cash holdings between 0-20%

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Bird

(after fees)

ALSI

(before fees)

2005 7.98% 5.15% 6.84% 1.11% 6.27% -0.26% 1.92% 9.27% 44.78% 41.29%
2006 5.61% -2.95% 6.69% 5.21% -2.48% -1.33% 0.61% 4.73% 3.13% 6.87% 3.62% 4.09% 38.66% 37.58%
2007 1.73% 3.28% 6.08% 7.29% 1.96% -3.90% -2.04% 2.35% 3.83% 5.33% -1.07% -0.77% 26.12% 18.98%
2008 -2.44% 5.09% 1.99% 1.82% 2.44% -5.79% -10.64% 2.26% -12.24% -10.48% 0.70% 1.11% -24.89% -26.55%
2009 -4.43% -13.58% 11.46% 0.45% 8.17% -1.65% 8.81% 3.42% -0.15% 5.65% 0.23% 4.18% 21.94% 27.11%
2010 -1.28% 0.37% 6.31% -1.97% -5.00% 1.61% 3.60% 5.71% 10.85% 4.90% 3.68% 2.88% 20.77% 16.09%
2011 -1.28% 1.50% -1.86% 4.6% -0.11% -5.03% 1.62% -5.93% 1.67% 11.98% -5.11% 2.85% 3.35% -0.40%
2012 5.26% 1.25% -1.40% 1.87% -3.80% 2.11% 1.51% 2.09% 1.17% 2.83% 5.53% 1.88% 21.62% 23.14%
2013 3.29% -2.71% 1.63% -1.75% 6.39% -6.02% 2.45% 4.13% 4.98% 3.27% -2.41% 1.43% 15.62% 16.97%
2014 -2.52% 4.29% 3.79% 3.05% 2.67% 0.77% 0.09% -0.08% -1.67% 2.25% 2.66% -1.76 14.08% 9.44%
2015 4.62% 2.09% -2.13% 5.71% -2.06% 0.48% -0.51% -3.61% 0.29% 5.41% -4.60% -2.39% 2.66% 3.39%
2016 -1.70% 0.10% 5.31% 4.60% -0.80% -1.24% 2.48% -0.91% -1.61% -2.41% 0.87% 0.37% 4.83% -0.11%
2017 3.83% 0.01% 2.95% -0.21% -3.12% 4.03% 6.10% 8.41%
Since Inception
405.93% 328.46%
Risk disclosure:

These figures are intended for information purposes only. The returns are net of fees and brokerage charges and based on a moderate portfolio, with cash holdings which may range from 0 to 20 %, and are based on historic performance. The one month return is a simple arithmetic return, whilst all other returns are geometric. Whilst every effort has been made to ensure the accuracy of the information provided, past performance is not necessarily a guide to the future. The value of investments and the income from them may fall as well as rise. The value of investments is not guaranteed.