AI Infra Trend
+68.68%
3M return · Sharpe 3.84 · MaxDD -13.22%
AI Infra Hedged
+51.84%
3M return · Sharpe 3.75 · MaxDD -11.03%
3M Equity Curve
AI Infra TrendAI Infra HedgedBaseline MomentumQQQSPY
1Y Equity Curve
AI Infra TrendAI Infra HedgedBaseline MomentumQQQSPY
3Y Equity Curve
AI Infra TrendAI Infra HedgedBaseline MomentumQQQSPY
Readout
AI Infra Trend is the aggressive candidate: strongest 3M and 6M return, but concentrated in semiconductor and AI hardware winners.
AI Infra Hedged is the cleaner launch candidate: it keeps 80% AI infrastructure exposure and assigns 20% to the strongest hedge among GLD, UUP, and TLT. In this run it lowered drawdown and improved 3Y Sharpe versus baseline.
These are research results, not guaranteed forward returns. The next step before live capital is paper deployment with AlphaVault ops registration, execution checks, and live slippage monitoring.
Metrics
| Strategy | Period | Return | Max DD | Sharpe | Win Rate |
|---|---|---|---|---|---|
| ACWI | 1M | +4.90% | -2.17% | 3.57 | +60.87% |
| ACWI | 3M | +6.41% | -9.72% | 1.22 | +51.52% |
| ACWI | 6M | +13.57% | -9.72% | 1.51 | +55.47% |
| ACWI | 1Y | +29.27% | -9.72% | 1.77 | +57.37% |
| ACWI | 3Y | +78.92% | -16.49% | 1.16 | +55.72% |
| QQQ | 1M | +11.37% | -2.53% | 6.90 | +65.22% |
| QQQ | 3M | +18.61% | -9.34% | 3.32 | +59.09% |
| QQQ | 6M | +19.18% | -11.69% | 1.82 | +57.81% |
| QQQ | 1Y | +40.25% | -11.98% | 1.95 | +58.96% |
| QQQ | 3Y | +119.07% | -22.72% | 1.23 | +58.24% |
| SPY | 1M | +5.93% | -1.91% | 5.84 | +60.87% |
| SPY | 3M | +8.97% | -8.56% | 2.07 | +54.55% |
| SPY | 6M | +12.65% | -8.88% | 1.56 | +54.69% |
| SPY | 1Y | +29.36% | -8.88% | 1.89 | +55.78% |
| SPY | 3Y | +87.11% | -18.74% | 1.23 | +57.45% |
| Baseline Momentum | 1M | +49.03% | -12.27% | 6.77 | +65.22% |
| Baseline Momentum | 3M | +43.49% | -13.37% | 2.75 | +57.58% |
| Baseline Momentum | 6M | +67.87% | -20.62% | 2.27 | +56.25% |
| Baseline Momentum | 1Y | +200.44% | -20.62% | 2.66 | +54.58% |
| Baseline Momentum | 3Y | +168.55% | -53.23% | 0.83 | +51.99% |
| AI Infra Hedged | 1M | +41.23% | -8.51% | 7.29 | +69.57% |
| AI Infra Hedged | 3M | +51.84% | -11.03% | 3.75 | +59.09% |
| AI Infra Hedged | 6M | +99.61% | -11.98% | 3.33 | +58.59% |
| AI Infra Hedged | 1Y | +213.98% | -12.39% | 3.01 | +56.97% |
| AI Infra Hedged | 3Y | +456.26% | -31.33% | 1.68 | +53.99% |
| AI Infra Trend | 1M | +52.82% | -10.85% | 7.19 | +69.57% |
| AI Infra Trend | 3M | +68.68% | -13.22% | 3.84 | +59.09% |
| AI Infra Trend | 6M | +125.82% | -13.22% | 3.30 | +58.59% |
| AI Infra Trend | 1Y | +279.33% | -16.04% | 2.95 | +57.37% |
| AI Infra Trend | 3Y | +611.27% | -38.50% | 1.62 | +52.66% |
Latest Positions
| Strategy | Symbol | Weight |
|---|---|---|
| Baseline Momentum | INTC | 25.0% |
| Baseline Momentum | QCOM | 20.9% |
| Baseline Momentum | MU | 20.7% |
| Baseline Momentum | AMD | 17.4% |
| Baseline Momentum | USO | 8.7% |
| Baseline Momentum | SOXX | 7.2% |
| AI Infra Trend | INTC | 25.0% |
| AI Infra Trend | MU | 25.0% |
| AI Infra Trend | AMD | 20.2% |
| AI Infra Trend | DELL | 17.4% |
| AI Infra Trend | HPE | 12.4% |
| AI Infra Hedged | INTC | 20.0% |
| AI Infra Hedged | UUP | 20.0% |
| AI Infra Hedged | MU | 20.0% |
| AI Infra Hedged | AMD | 16.1% |
| AI Infra Hedged | DELL | 13.9% |
| AI Infra Hedged | HPE | 9.9% |
Recent Rebalances
AI Infra Trend
| Date | Symbols | Turnover |
|---|---|---|
| 2026-04-22 | INTC,VRT,DELL,SOXX,MU | 41.4% |
| 2026-04-29 | INTC,MU,VRT,DELL,AMD | 51.8% |
| 2026-05-06 | INTC,MU,AMD,VRT,DELL | 7.8% |
| 2026-05-13 | INTC,MU,AMD,DELL,VRT | 11.0% |
| 2026-05-20 | INTC,MU,AMD,DELL,HPE | 26.5% |
AI Infra Hedged
| Date | Symbols | Turnover |
|---|---|---|
| 2026-04-22 | INTC,UUP,VRT,DELL,SOXX,MU | 73.1% |
| 2026-04-29 | UUP,INTC,MU,VRT,DELL,AMD | 41.4% |
| 2026-05-06 | INTC,MU,UUP,AMD,VRT,DELL | 6.3% |
| 2026-05-13 | INTC,MU,UUP,AMD,DELL,VRT | 8.8% |
| 2026-05-20 | INTC,MU,UUP,AMD,DELL,HPE | 21.2% |
Baseline Momentum
| Date | Symbols | Turnover |
|---|---|---|
| 2026-04-22 | INTC,AMD,UNH,AVGO,HOOD,SOXX | 57.0% |
| 2026-04-29 | INTC,AMD,MU,OKLO,UNH,SOXX | 61.4% |
| 2026-05-06 | INTC,MU,AMD,QCOM,OKLO,SOXX | 35.4% |
| 2026-05-13 | INTC,AMD,MU,QCOM,SOXX,UNH | 27.9% |
| 2026-05-20 | INTC,QCOM,MU,AMD,USO,SOXX | 26.5% |