Track Record
Results That Speak for Themselves.
Two years of disciplined, conviction-driven investing. Every number below is audited, unlevered, and net of fees. We don't dress up our returns — we let them stand on their own.
Key Metrics
Since Inception
0%
YOY Growth
Annualized, net of fees
$0M+
AUM
Assets under management
+0.0%
Alpha vs S&P 500
Annualized outperformance
0.00
Sharpe Ratio
Risk-adjusted return
Annual Returns
King's Capital vs. S&P 500
2024
2025
2026 YTD
Past performance does not guarantee future results. Returns are net of management fees. S&P 500 figures are for benchmark comparison only and do not reflect investable returns.
Year-by-Year
Annual Breakdown
2024
+24%
King's Capital
+11.2%
S&P 500
2025
+28%
King's Capital
+14.6%
S&P 500
2026 YTD
+14%
King's Capital
+6.1%
S&P 500
Risk Profile
Return Without Recklessness.
Sharpe Ratio
1.84
Risk-adjusted return
Max Drawdown
-4.2%
Since inception
Volatility (Ann.)
9.1%
24-month trailing
Alpha vs S&P 500
+13.4%
Annualized
Beta
0.62
Low market correlation
Sortino Ratio
2.31
Downside risk-adjusted
Monthly Detail
Month-by-Month Returns
| Month | Year 1 (2024) | Year 2 (2025) |
|---|---|---|
| Jan | +3.2% | +2.8% |
| Feb | +1.8% | +3.1% |
| Mar | +2.4% | +1.9% |
| Apr | -0.6% | +2.2% |
| May | +3.8% | +2.6% |
| Jun | +2.1% | +3.4% |
| Jul | +1.9% | +2.0% |
| Aug | +2.7% | -0.4% |
| Sep | -0.3% | +2.8% |
| Oct | +3.1% | +3.3% |
| Nov | +2.6% | +2.1% |
| Dec | +1.3% | +4.2% |
All returns are net of a 1.5% management fee and 15% performance fee above an 8% hurdle rate. Past performance does not guarantee future results. For accredited investors only.