HomePortfoliosAlphabet ClassA

Alphabet ClassA

None Rebalancing
EUR
High Risk
Multi-currency
21.8yr backtest

Performance Summary

Total Return+15848.38%
Annualized Return+26.20%
Volatility+31.60%
Sharpe Ratio0.77
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 AUS02079K3059
STOCK
100.0%0%
Total100.0%0.00%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €1,594,838.23
Histogram of Monthly Returns
The portfolio had a positive return during 159 of the 263 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%-1.9%------+20.2%
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%+0.9%+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%+33.2%+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%.

Detailed Metrics

Returns
Total Return
+15848.38%
Annualized Return
+26.20%
Avg Monthly Return
+2.32%
Risk
Volatility (Annual)
+31.60%
Max Drawdown
+61.12%
Positive Months
60%
Average Drawdown
-13.2%
Risk-Adjusted
Sharpe Ratio
0.77
Risk-free rate: 2.0%
Sortino Ratio
0.79
Downside risk adjusted
Return/Volatility
0.83
Calmar Ratio
0.43
Return/Max Drawdown
Ulcer Index
17.05
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
1,594,838.23
Backtest Period
2004-08-19 to 2026-06-05
21.8 years
Rebalancing
none
Base Currency
EUR
Alphabet ClassA | +26.2% CAGR | ETF Backtest