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World - Leveraged // - KT -

Created byuser-dvjmdp

Monthly Rebalancing

EUR

Moderate Risk

1.0yr backtest

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Performance Summary

Total Return+31.98%

Annualized Return+32.72%

Volatility+18.56%

Sharpe Ratio1.66

Max Drawdown+10.42%

Holdings

Asset Allocation

Asset Class

Equity 100.0%

Holdings Details

Leveraged ETF portfolio targeting US & European equities via S&P 500, Nasdaq-100, and EURO STOXX 50 for aggressive growth potential.

Asset	ISIN	Dist. Policy	Type	Allocation	TER
XUDY.XETRA Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C • IE000SRQBBT6	IE000SRQBBT6	Acc	ETF	40.0%	0.25%
DBPG.XETRA Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C • LU0411078552	LU0411078552	Acc	ETF	20.0%	0.6%
LQQ.PA Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF Acc • FR0010342592	FR0010342592	Acc	ETF	20.0%	0.6%
LVE.PA Amundi EURO STOXX 50 Daily (2x) Leveraged UCITS ETF Acc • FR0010468983	FR0010468983	Acc	ETF	20.0%	0.4%
Total		Total			100.0%	0.42%

Performance

Portfolio Value Over Time

Starting with €10,000 investment → now worth €13,197.85

Show individual assets

Histogram of Monthly Returns

The portfolio had a positive return during 10 of the 13 months (77%)

Monthly Returns Heatmap

Best month: +14.7% • Worst month: -9.1% • Best year: 2026 (+28.0%) • Worst year: 2025 (+3.2%)

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	+2.2%	+2.3%	-9.1%	+14.7%	+10.7%	+2.9%	-2.0%	+4.0%	+1.1%	+0.1%	-	-	+28.0%
2025	-	-	-	-	-	-	-	-	-	+2.6%	-0.3%	+0.9%	+3.2%

> +2%

0% to +2%

-2% to 0%

< -2%

Drawdown Analysis

Maximum drawdown: +10.42% • The longest drawdown period lasted for 1 month and was between August 2026 and October 2026. It reached a trough of -5.0%.

Detailed Metrics

Returns

Total Return

+31.98%

Annualized Return

+32.72%

Avg Monthly Return

+2.30%

Risk

Volatility (Annual)

+18.56%

Max Drawdown

+10.42%

Positive Months

77%

Average Drawdown

-2.4%

Risk-Adjusted

Sharpe Ratio

1.66

Risk-free rate: 2.0%

Sortino Ratio

1.79

Downside risk adjusted

Return/Volatility

1.76

Calmar Ratio

3.14

Return/Max Drawdown

Ulcer Index

2.87

Drawdown depth & duration

Martin Ratio

0.11

Return/Ulcer Index

Backtest Configuration

Initial Investment

€10,000

Final Value

€13,197.85

Backtest Period

2025-10-23 to 2026-10-16
1.0 years

Rebalancing

monthly

Base Currency

EUR