Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTAI (BioXcel Therapeutics, Inc.) | -31.87% | -45.23% | -84.80% | -71.76% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTAI (BioXcel Therapeutics, Inc.) | 03/08/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.03 | -45.23 | -84.80 | -71.76 | NA | NA | NA | … | … | -31.87 | -71.96 | -87.46 | -86.27 | 5.66 | -56.00 | 216.22 | 278.50 | -65.00 |
| Sharpe Ratio | NA | -0.24 | -0.62 | -0.60 | NA | NA | NA | … | … | -0.74 | -0.46 | -0.84 | -0.59 | 0.05 | -0.77 | 1.82 | 2.75 | -0.69 |
| Standard Deviation(%) | NA | 126.71 | 142.68 | 122.28 | NA | NA | NA | … | … | 81.65 | 163.90 | 108.35 | 153.41 | 86.56 | 72.32 | 117.78 | 100.86 | 107.05 |
| Draw Down(%) | NA | 85.00 | 99.70 | 99.84 | NA | NA | NA | … | … | 50.24 | 87.06 | 92.08 | 93.02 | 60.45 | 68.85 | 64.05 | 65.65 | 81.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAI (BioXcel Therapeutics, Inc.) |
-85.16%
Feb 2023 – Feb 2026 |
-72.46%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAI (BioXcel Therapeutics, Inc.) |
79.01%
Oct 2018 – Oct 2021 |
22.09%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart