What is RADIX ?

A new way to test your index and portfolio ideas

What you need to define

The universe, the benchmark and the risk profile

What you get

A 10-year historical research with detailed performance, contribution and attribution reports


Easy to use

An extremely simple & intuitive application lets you build your index or portfolio in just a few minutes

The Benefits

  • Calibrate your performance and volatility
  • Use time tested fundamental indicators
  • Test risk profiles for: Market, Sector, Selection & Currency

  • What you need to define

    Create your index or portfolio in a few easy steps:
    • Choose the universe from which equities will be selected (e.g. US, Europe, Emerging Markets, Latin America, etc.)
    • Choose the benchmark to which you want the index to be compared (e.g. S&P 500, Stoxx 600, MSCI EM, etc.). All benchmarks are total return (include dividends).
    • Adjust the risk profile :
      • Market Risk
        Do you want to hedge market fluctuations? To what level? Use Alpha Vee powerful AVMI® for dynamic adjustment of the market risk
      • Sector Risk
        Do you want to match sector weights with the benchmark? Do you want to use sophisticated guard rails for the sector weights? Use Alpha Vee powerful AVSI® for dynamic sector weighting
      • Selection Risk
        Do you want to avoid the selection risk by using standard sector indexes? Do you want to use Alpha Vee multi factor modeling for achieving consistent alpha over the sector index? What are your cap limits?
      • Currency Risk
        Do you want to see how the index would perform in a different currency? Do you want to check the effect of currency hedging on the index? To what level?

    What you get

    When you create an index or portfolio, you will be emailed, in minutes, two reports. One shows 10+ year performance and the other show the attribution to sectors, geographies and strategies.
    You can also download a special risk contribution report which shows on an annual basis what was the contribution of the market, sector and selection risk to your index.
    Please contact Alpha Vee to receive a list of index constituent on a regular basis

    Easy to use

    Radix is simple and intuitive. Run it on your desktop, tablet or smart phone and get the results into your mailbox in just a few minutes.
    With just a few clicks you get an access to a state of the art historical simulation engine and to unparalleled comprehensive fundamental data.
    Your work is kept in your secure web account where you can later revisit it, delve deeper or modify it and re-run quickly and easily.

    The Benefits

    We are taking the guesswork out of index creation. The speed and ease of the application makes it a breeze to test your ideas and to compare the results. Each idea can be tested and validated over a long period or during specific events.
    The research is based on deep fundamental data and algorithms for risk mitigation.
    contact Alpha Vee for further due diligence and analysis of the index.