Factor-Mimicking Portfolio of Momentum


Momentum Strategy Analytics

Momentum Strategy Analytics

Portfolio optimization using data through July 2, 2025

Data sourced from market data through July 2, 2025 • Analysis based on 2.2M+ price records • Portfolio allocations calculated using momentum-weighted optimization

Portfolio Allocation

Symbol Weight

Performance Metrics

24.5%
Return
2.40
Sharpe
-24.8%
Drawdown
15.2%
Volatility
5,978
Trades
64.2%
Win Rate

Portfolio Allocation

Risk-Return Analysis

Momentum Distribution

Model Performance

LightGBM Best
Return: 69.7%
Sharpe: 2.88
Accuracy: 87.3%
LSTM Optimized
Return: 58.2%
Sharpe: 2.45
Accuracy: 82.1%
XGBoost Ensemble
Return: 63.4%
Sharpe: 2.67
Accuracy: 85.7%
Random Forest
Return: 45.8%
Sharpe: 2.12
Accuracy: 78.9%

Return Analysis

Last Updated: July 2, 2025 • Market Data Coverage: 2,268,324 price records • Momentum calculations updated daily through data cutoff