Track Record: Real Money, Real Results
Performance history since inception. No cherry-picking, no marketing tricks.
Annualized Returns (Net of Fees)
Asymmetric Strategy vs. Benchmark Global Stock Index (ACWI) as of 30 September, 2025
| Period | Return | ACWI | Excess |
|---|---|---|---|
| YTD | 5.78% | 18.55% | -12.77% |
| 1 Year | 8.07% | 17.54% | -9.47% |
| 3 Year | 12.26% | 22.78% | -10.52% |
| 5 Year | 22.54% | 13.64% | +8.90% |
| Since Inception | 17.05% | 12.78% | +4.27% |
Annual Returns (Net of Fees)
Asymmetric Strategy vs. Benchmark Global Stock Index (ACWI), as of 30 September, 2025
| Year | Return | ACWI | Excess |
|---|---|---|---|
| 2020 | 24.60% | 16.33% | +8.27% |
| 2021 | 39.61% | 18.67% | +20.94% |
| 2022 | 12.84% | -18.37% | +31.21% |
| 2023 | 8.08% | 22.30% | -14.22% |
| 2024 | 11.94% | 17.46% | -5.52% |
| YTD 2025 | 5.78% | 18.55% | -12.77% |
Cumulative Growth Chart
Asymmetric Strategy vs. Benchmark Global Stock Index (ACWI) - $500,000 Investment, as of August 31, 2025
Chart represents hypothetical growth of $500,000 invested at inception. Does not represent any specific client's actual experience.
Cumulative Returns Chart
Asymmetric Strategy vs. Benchmark Global Stock Index (ACWI) - Indexed to 100, as of August 31, 2025
Chart shows relative performance indexed to 100 at inception. Both portfolio and benchmark start at the same baseline for comparison purposes.
Performance Methodology
Performance Methodology
Returns are time-weighted, net of all management and performance fees, calculated monthly using industry-standard methodology. Portfolio performance shows representative managed accounts following Glenorchy Capital's investment strategies since inception on September 18, 2019. Returns assume reinvestment of all dividends and interest. Performance is historic and does not guarantee future results.
Benchmark & Comparison
Asymmetric Strategy: ACWI (iShares MSCI ACWI ETF) represents global equity market performance across developed and emerging markets
Dividend Strategy: DVY (iShares Select Dividend ETF) represents high-dividend equity performance in the U.S. market
Benchmark returns are also net of fees. Excess returns calculated as arithmetic difference between portfolio and benchmark returns.
Important Risk Disclosures
Past performance does not guarantee future results. Investment returns and principal value will fluctuate. Representative accounts may not reflect the experience of all clients due to differences in timing, market conditions, and individual circumstances. The Asymmetric strategy involves concentrated positions in undervalued sectors globally, which may result in higher volatility than diversified strategies. The Dividend strategy focuses on income-generating equities which may have different risk characteristics. International investing involves currency risk, political risk, and different regulatory environments.
Fee Structure
Returns shown are net of management fees (2% annually) and performance fees (20% above hurdle). Detailed fee disclosure available on our Fees page.
Data Source
Performance data sourced from Interactive Brokers PortfolioAnalyst, compliant with SEC marketing regulations. Account numbers are anonymized for privacy protection.
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