Institutional Factsheet
Can you trust us with your capital?
See the real, since-inception track record of the Alpha Leap model portfolio — discipline, risk management, and consistency, laid out the way an institutional factsheet would.
This just lets our team follow up — it does not create an account and you won't be charged anything.
Institutional Factsheet
The Alpha Leap Model Portfolio
A real, since-inception track record — how the portfolio has performed, how risk has been managed, and how discipline has been maintained. This is not your account, and never a demo.
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Our Track Record
Since-inception performance.
Since Inception
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Annualized (XIRR)
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Growth of ₹10,00,000
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Inception Date
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Portfolio Growth Curve
Illustrative ₹10,00,000 tracked against the model's own real entry prices, valued daily at live prices.
Benchmark Comparison
How the model has performed against a broad market index.
Benchmark history is still building up — check back soon for a full comparison.
Excess Return
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Alpha (Annualized)
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Beta
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Tracking Error
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Information Ratio
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Benchmark is Price Return, not Total Returns Index — no broker API exposes a live TRI ticker. This runs Alpha Leap's comparison slightly conservative versus a true TRI benchmark.
Risk Management
Discipline is measured, not assumed.
Every institutional allocator asks the same question before capital: how is downside managed? These figures answer it directly, computed from the model's own real daily history.
Volatility
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Sharpe Ratio
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Sortino Ratio
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Calmar Ratio
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Max Drawdown
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Current Drawdown
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Recovery Time
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Positive Months
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Downside Deviation
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Best Month
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Worst Month
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Underwater Curve
Percentage below the portfolio's all-time high, every day since inception.
Consistency
Returns over time, not a single number.
Monthly Returns
Calendar Year Returns
Rolling Returns
Return over the trailing 1/3/5-year windows — a fairer read than a single point-in-time number.
1 Year
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3 Year
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5 Year
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Portfolio Characteristics
The shape of the portfolio, not the names in it.
We don't publish holdings, prices, or research — that's the value a member pays for. What we do share is the portfolio's style and structure.
Companies
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Sectors
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Top 5 Concentration
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Avg. Holding Period
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Cash Allocation
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Sector Allocation
Current portfolio-wide exposure by sector, at the aggregate level.
Investment Process
How discipline is maintained.
Research, before conviction
Every candidate is researched bottom-up before it earns a place in the model — never a tip, never a screen result acted on alone.
Risk is sized, not hoped away
Position sizes are bounded by conviction and concentration limits — no single idea is allowed to define the portfolio's outcome.
Rebalancing is systematic
When a position drifts from its intended weight, every holding is reset back to target together — never a manual, ad-hoc adjustment.
Reviewed on a fixed cadence
The portfolio is formally reviewed every quarter — a disciplined checkpoint, not a reaction to daily market noise.
Portfolio Review History
The work is ongoing.
Every review is dated and versioned. What changed is member-only — knowing that the work happens, on schedule, is not.
No versioned reviews recorded yet.
Market Commentary
Our read on the macro backdrop.
Macro commentary is coming soon — check back for periodic market observations from the research desk.
Why Investors Trust Alpha Leap
Your capital, your custody, your rules.
SEBI Registered
Regulated, not anonymous
Investace Capital is a SEBI Registered Research Analyst, INH000017736 — accountable by law, not just by promise.
Your Own Account
We never hold your money
Every order executes on your own Zerodha account. Your funds and holdings always stay in your custody, on your own broker.
Confirmed, Never Assumed
Every execution is verified
We explicitly ask whether your orders went through — only a confirmed "Yes" updates your holdings, priced at that exact moment.
For Members
What a membership unlocks.
Everything below is real, and only ever visible once you're a member.
Ready to invest alongside this track record?
Complete a quick identity check, KYC, and payment — then your own portfolio is built against this same live model, executed on your own Zerodha account.