Context
Too short for CAGR
Path return sits at -107.6%, but the series is still too short for a clean annualised figure. Rank it on path and hit rate until more months land.
White Whale Liquid Portfolio Performance
Dormant · no recent filingsEQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Age: 58 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- Not reported
- Max DD
- -107.27%
- Calmar
- Not reported
- Track
- 58 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Watch
Deep hole on the path
Max drawdown reached -107.3%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 30 months.
Watch
Calendar year luck is real
Best year hit +1.1%. Worst calendar year was -107.4%. A +109% gap means the year you enter can dominate how the track feels.
Watch
Ugly trailing 12-month prints
Worst rolling year hit -107.5%. The best rolling year was +2.7%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Wins cluster in fewer months
Hit rate is only +36.2%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
-107.60%
Hit Rate
36.21%
Maximum Drawdown
-107.27%
Annualised Volatility
48.42%
Consistency Score
36.2%
PPerformance(24)RRisk(11)CConsistency(4)
- Best Year Return P
- 1.10%
- Worst Year Return P
- -107.41%
- Median Annual Return P
- 0.00%
- Average Monthly Return P
- -1.78%
- Average Drawdown P
- -86.48%
- Median Drawdown P
- -107.27%
- Max Drawdown Duration P
- 30 mo
- Average Drawdown Duration P
- 12 mo
- Ulcer Index P
- 75.85%
- Positive Rolling Periods % P
- 38.30%
- Return Stability Score P
- 7.15
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -107.49%
- Best Rolling 12M Return P
- 2.68%
- Maximum Monthly Loss P
- -107.29%
- Worst 3-Month Period P
- -107.29%
- Worst 6-Month Period P
- -107.39%
- Return Smoothness Index P
- 4.98
- Worst Case Investor Entry P
- -107.49%
- Capital Preservation Score P
- 37.93%
- Aggressiveness Score P
- 13.98%
- Downside Volatility R
- 185.83%
- Upside Volatility R
- 0.46%
- Time in Drawdown % R
- 62.07%
- VaR 95% R
- -0.34%
- VaR 99% R
- -107.29%
- CVaR 95% R
- -36.04%
- CVaR 99% R
- -107.29%
- Semi Variance R
- 0.2878
- Volatility of Drawdowns R
- 42.31%
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -7.42
- Return Kurtosis C
- 56.00
- Coefficient of Variation C
- 7.86
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
White Whale Liquid Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has White Whale Liquid Portfolio performed?
- White Whale Liquid Portfolio (White Whale Partners LLP) shows CAGR Not reported and max drawdown -107.27% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is White Whale Liquid Portfolio CAGR / max drawdown?
- CAGR is Not reported; max drawdown is -107.27%. We only publish CAGR when there are enough months (≥12 on this track of 58 months). Learn more
- Where do White Whale Liquid Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite White Whale Liquid Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more