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Alphabet ClassA

None Rebalancing
EUR
High Risk
Multi-currency
22.2yr backtest
Analyse this portfolio

Performance Summary

Total Return+15038.09%
Annualized Return+25.43%
Volatility+31.61%
Sharpe Ratio0.74
Max Drawdown+61.12%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
A concentrated tech growth portfolio investing 100% in Alphabet (GOOGL) equity for targeted exposure to the innovation sector.
AssetTypeAllocationTER
GOOGL.US
Alphabet Inc Class A • US02079K3059
STOCK
100.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with €10,000 investment → now worth €1,513,808.98
Histogram of Monthly Returns
The portfolio had a positive return during 160 of the 267 months (60%)
Monthly Returns Heatmap
Best month: +42.7% • Worst month: -19.6% • Best year: 2005 (+146.5%) • Worst year: 2008 (-53.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+6.0%-6.5%-5.8%+32.0%-0.6%-4.0%-1.3%-5.5%+4.1%-0.2%--+14.1%
2025+7.9%-16.5%-12.3%-1.8%+7.6%-1.1%+10.9%+10.0%+13.9%+17.3%+13.6%-3.3%+47.6%
2024+2.5%-1.2%+9.2%+9.1%+4.2%+7.2%-6.8%-6.7%+0.9%+5.6%+1.6%+14.1%+44.8%
2023+10.4%-6.4%+12.4%+1.8%+17.9%-4.5%+10.0%+4.1%-1.5%-5.2%+3.7%+4.0%+53.5%
2022-5.4%-0.1%+4.3%-13.9%-2.1%-1.9%+9.4%-5.2%-9.5%-2.0%+1.4%-14.9%-35.3%
2021+5.0%+11.2%+5.0%+11.3%-1.3%+6.5%+10.2%+8.0%-5.7%+10.9%-2.2%+1.7%+77.6%
2020+8.6%-6.3%-13.0%+15.8%+5.4%-2.6%-0.6%+9.2%-8.8%+10.9%+5.0%-1.3%+19.9%
2019+7.6%+0.9%+5.7%+2.2%-7.2%-4.2%+15.4%-2.1%+3.8%+0.9%+5.0%+1.0%+30.9%
2018+7.2%-4.8%-6.5%+0.9%+11.1%+3.5%+7.8%+0.3%-1.8%-7.8%+1.9%-6.2%+3.6%
2017+1.7%+5.2%-1.0%+7.3%+3.5%-7.7%-1.4%+0.5%+2.6%+7.6%-2.0%+1.2%+17.7%
2016-2.2%-5.2%+1.5%-7.0%+7.4%-5.5%+12.9%-1.2%+1.6%+2.2%-0.7%+3.0%+5.3%
2015+8.7%+5.9%+2.6%-4.9%+1.5%-1.8%+23.0%-4.7%-0.4%+17.6%+7.0%-0.8%+63.1%
2014+7.3%+1.8%-8.9%-4.7%+8.9%+1.7%+1.0%+2.3%+5.5%-3.4%-2.1%-1.0%+7.4%
2013+3.6%+11.1%+0.7%+1.0%+6.7%+1.1%-0.5%-4.8%+1.2%+18.0%+1.9%+4.2%+51.7%
2012-11.6%+5.4%+3.5%-5.0%+2.3%-2.0%+13.0%+5.8%+7.2%-10.4%+2.3%-0.6%+7.3%
2011-2.2%+2.6%-7.4%-10.8%+0.4%-5.5%+20.3%-9.6%+1.4%+12.4%+2.9%+12.0%+12.3%
2010-11.8%+1.1%+7.9%-5.2%+0.0%-10.2%+4.7%-5.5%+8.5%+15.4%-3.9%+5.0%+2.5%
2009+20.3%+1.2%-1.5%+13.6%-1.1%+1.1%+4.2%+4.5%+5.0%+6.9%+6.1%+12.1%+97.7%
2008-19.6%-18.7%-9.0%+31.6%+1.6%-11.6%-8.6%+3.7%-9.5%-1.1%-18.4%-5.1%-53.8%
2007+10.3%-11.5%+0.6%+1.0%+6.9%+4.3%-3.4%+1.2%+5.3%+23.3%-3.8%+0.5%+35.8%
2006+2.4%-15.2%+5.8%+2.8%-12.3%+13.0%-8.1%-2.1%+7.5%+17.7%-2.6%-4.0%-0.4%
2005+5.5%-4.9%-1.9%+22.2%+33.3%+8.1%-3.5%-3.6%+15.1%+17.6%+11.4%+1.6%+146.5%
2004-------+3.1%+24.3%+42.7%-8.3%+4.0%+74.4%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +61.12% • The longest drawdown period lasted for 4 years and 1 month and was between November 2007 and December 2011. It reached a trough of -61.1%.
When could this portfolio get you to financial independence?

Alphabet ClassA returned +25.43% a year over the 22 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.

Detailed Metrics

Returns
Total Return
+15038.09%
Annualized Return
+25.43%
Avg Monthly Return
+2.27%
Risk
Volatility (Annual)
+31.61%
Max Drawdown
+61.12%
Positive Months
60%
Average Drawdown
-13.1%
Risk-Adjusted
Sharpe Ratio
0.74
Risk-free rate: 2.0%
Sortino Ratio
0.77
Downside risk adjusted
Return/Volatility
0.80
Calmar Ratio
0.42
Return/Max Drawdown
Ulcer Index
16.98
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
€10,000
Final Value
€1,513,808.98
Backtest Period
2004-08-19 to 2026-10-16
22.2 years
Rebalancing
none
Base Currency
EUR