Portfolio Risk
AUM & Risk Monitor
Core Views
Risk Command
Allocation
Performance
Risk Metrics
Performance
+12.3% YTD portfolio · +7.9% benchmark · alpha +4.4pp · Sharpe 1.84 vs 1.42
YTD
1Y
3Y
Monthly Returns
Portfolio vs benchmark · outperforms 7/8 months YTD
Cumulative Performance
Portfolio +12.3% · Benchmark +7.9% · alpha +4.4pp YTD