Long E&R BOTS, Short BOTZ delivers 59 since Jan 2022

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Long E&R BOTS, Short BOTZ delivers 59% since Jan 2022

Since January 2022, a strategy involving going long on E&R BOTS and short on the MCAP weighted BOTZ index would have achieved a 59% return over 26 months.

BOTZ represents a key ETF of leading Robotics and AI companies, managing nearly $3 billion in assets across more than eight years of trading. Given that three stocks constitute over 30% of its weight, it’s reasonable to conclude that the ETF’s underlying benchmark follows a market capitalization (MCAP) weighting approach.

By applying the [3N] Methodology to devise a comparable mandate, the E&R BOTZ variant significantly outperformed, indicating the potential of a long E&R BOTZ and short MCAP weighted BOTZ strategy to yield a substantial 59% absolute return within just over two years.

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E&R BOTZ Portfolio plotted vs. the benchmark BOTZ

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Performance Metrics

AlphaBlock is launching long-short signals for a curated set of pairs for institutional clients, driven by the following objectives:

  • It serves as the most efficient method to validate the E&R Smart Beta Process.
  • It offers a swift avenue to demonstrate the prowess of our [3N] Factor.
  • This initiative provides an excellent opportunity for us to test the capabilities of AlphaBlock Research and Analytics APIs.

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