Kadyn's Fireplace

Portfolio Dashboard

Last updated: 2026-06-19 22:32 UTC

Total Return

+16.40%

Since inception

CAGR

+50.93%

Annualised compound growth

Sharpe Ratio

2.22

Excess return per unit of risk

Sortino Ratio

2.24

Downside risk-adjusted return

Portfolio vs SPY — Growth of $100

Allocation

Risk & Return Metrics

Annualised Return

+41.48%

Annualised Volatility

16.74%

Sharpe Ratio

2.221

Sortino Ratio

2.244

Max Drawdown

-13.57%

Beta

1.064

Jensen's Alpha

+16.70% / yr

R-Squared

0.629

Treynor Ratio

0.349

Tracking Error

10.23% / yr

Information Ratio

1.754

VaR 95%

-1.56%

Corr. to SPY

0.793

Positions

TickerSharesPriceGain/Loss %WeightRisk Contrib.
MNST18.1635$91.34+19.13%34.42%28.81%
VOO1.8121$688.11+9.72%25.87%15.26%
FTEC2.8118$286.54+27.54%16.71%17.86%
NVDA4.542$210.69+12.97%19.85%30.57%
UUUU9.1611$16.56+13.89%3.15%7.51%

Correlation Matrix

Pairwise Pearson correlation of daily returns. Blue = positive co-movement; Red = inverse. High correlation between holdings means less diversification benefit.

MNSTVOOFTECNVDAUUUU
MNST0.150.06-0.04-0.04
VOO0.150.890.660.31
FTEC0.060.890.770.37
NVDA-0.040.660.770.28
UUUU-0.040.310.370.28