Portfolio Clone Backtest

What if you cloned a fund's top AI holdings? Simulated performance vs S&P 500.

Average of 5 selected funds

1M return

+3.0%vs SPY -0.6%

+3.6% alpha

3M return

+13.2%vs SPY +2.9%

+10.3% alpha

6M return

+30.6%vs SPY +16.8%

+13.9% alpha

1Y return

+36.7%vs SPY +14.5%

+22.2% alpha

How it works: For each fund, we take their top 10 AI/semi holdings (weighted by portfolio allocation) and simulate buying at the start of each period. Returns are compared against SPY (S&P 500 ETF) over the same period. Alpha = portfolio return minus SPY return.

This is a hypothetical simulation — real cloning has a 45-day filing delay, transaction costs, and timing differences. Past performance does not indicate future results. Not financial advice.