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 # Kodiak Portfolio       Currency:EURTop 25: 222
Visit Kodiak
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Start:04/30/2012 Day Return:
1.00%
Day Rank:274
Days: 3988 Month Return:
-2.65%
Month Rank:2507
Last:2022-08-12 Year Return:
0.00%
Year Rank:313
Visits:2291 All Time Return:
91.90%
All Time Rank:299


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2012
    
    
    
0.01%
-8.65%
1.16%
0.32%
3.38%
1.91%
5.16%
2.62%
3.58%
9.18%
2.02%
2013
4.15%
-0.05%
-1.18%
2.68%
5.86%
-4.49%
7.77%
-1.52%
4.53%
4.62%
0.30%
0.75%
25.26%
29.60%
2014
-5.25%
5.91%
1.39%
0.38%
-0.10%
0.81%
-4.55%
2.34%
-2.62%
-2.37%
5.50%
-1.19%
-0.43%
11.39%
2015
6.11%
7.68%
4.74%
-2.26%
-0.27%
-5.36%
2.97%
-5.94%
-8.64%
8.21%
4.99%
-5.86%
4.49%
-0.73%
2016
-5.13%
-1.78%
2.61%
1.88%
3.57%
-7.00%
5.30%
0.58%
-0.26%
2.99%
2.24%
2.72%
7.20%
9.54%
2017
0.67%
2.83%
1.17%
-0.29%
1.33%
-2.85%
-0.95%
-0.75%
3.83%
4.03%
-0.38%
0.77%
9.59%
15.21%
2018
0.58%
-2.66%
-3.61%
2.46%
-1.28%
-2.06%
1.01%
-0.43%
1.22%
-4.32%
1.80%
-4.94%
-11.87%
-2.81%
2019
5.93%
3.54%
-0.28%
5.99%
-6.13%
4.86%
2.81%
-3.74%
3.27%
-0.58%
1.35%
0.38%
17.96%
28.88%
2020
-2.90%
-4.40%
-12.21%
7.72%
0.51%
3.34%
-0.83%
0.30%
0.12%
1.28%
1.78%
0.35%
-6.08%
16.26%
2021
0.64%
2.33%
0.39%
0.12%
0.33%
0.70%
-0.50%
0.43%
1.63%
-0.47%
1.62%
-1.04%
6.32%
27.27%
2022
-2.21%
0.58%
2.31%
-0.38%
0.74%
-1.10%
4.74%
-2.30%
-5.25%
5.70%
5.08%
-2.53%
4.85%
-20.03%
2023
4.84%
3.41%
-1.74%
    
    
    
    
    
    
    
    
    
6.54%
5.97%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
04/30/2012163ADI Analog Devices Inc2.66%$38.95$194.21$31,656398.65%15.01%
05/02/2012123ALV.DE ALLIANZ1.17%85.68€211.80€26,051€147.20%13.45%
05/02/2012250BN.PA DANONE-0.79%53.60€56.59€14,148€5.58%7.30%
05/02/2012700CA.PA CARREFOUR1.42%15.36€18.26€12,782€18.92%6.60%
04/30/201250CAT Caterpillar Inc0.69%$102.85$224.54$11,227118.33%5.32%
05/02/2012441SGO.PA Saint Gobain1.01%32.46€52.16€23,003€60.69%11.88%
05/02/201297VOW3.DE Volkswagen1.70%145.04€124.68€12,094€-14.04%6.24%
05/02/201266,236Cash   0.00%1.00€1.00€66,236€0.00%34.20%
EUR/USD: 1.08878    GBP/EUR: 1.1400 Portfolio Value: $210,897 193,700€ 100%

 # PerformanceKodiakS&P500
Return:
93.80%
189.78%
Annualized Return:6.09%9.98%
Std (Volatility):13.9017.08
Sharpe:0.150.35
Beta:0.401.00
Jensen Alpha:-0.030.00
Drawdown:28.0333.92



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