Financial Returns

Financials data per
Financials data per

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Financials data per

This portfolio has a positive performance

Financial Returns and other Investment Results

This section transparently informs you about the financial performance of your overall portfolio, individual asset classes and single investments.

12.4%

Net Return YTD

31.9%

Net Return Last 3 Years

Investment Performance

The chart below shows your time-weighted return before withholding tax and after fees.

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5%0%+5%+10%+15%+20%+25%

Your Portfolio Assets

+12.4%

Portfolio Year to Date Return

-∞%+∞%0%
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A+785.7%0.0%
Reata Pharmaceuticals, Inc. Class A+353.7%0.0%
IonQ, Inc.+331.3%0.0%
AppLovin Corp. Class A+279.5%0.0%
BridgeBio Pharma, Inc.+246.1%0.0%

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