长期持有港金所持股:年化收益率（4.37%）
本策略旨在模拟长期投资于一组预先选定的股票的表现。策略在回测开始时买入用户指定的股票列表，并在整个回测期间持续持有，不做任何交易操作，以观察长期持有的投资效果。
概要
核心指标
- 累计收益率: 26.14%
- 年化收益率: 4.37%
- 基准收益率: -13.59%
- 阿尔法: 0.05
- 夏普比率: 0.16
- 最大回撤: 21.5%
源码
查看AI策略代码
绩效
持仓详情
|
当日收盘价 | 当日市值 | 浮动收益/浮动收益率
|
|||||
|---|---|---|---|---|---|---|---|
| 2026-08-25 | 鲁泰A(000726.SZ) | 5.8545364223854 | 113735 | 1367 | 5.95 | 676723.25 | 10857.55/1.631% |
| 2026-08-25 | 宁沪高速(600377.SH) | 6.9862075487559 | 47584 | 1367 | 12.25 | 582904 | 250472.3/75.345% |
| 2026-08-24 | 鲁泰A(000726.SZ) | 5.8545364223854 | 113735 | 1366 | 5.9 | 671036.5 | 5170.8/0.777% |
| 2026-08-24 | 宁沪高速(600377.SH) | 6.9862075487559 | 47584 | 1366 | 12.19 | 580048.96 | 247617.26/74.487% |
| 2026-08-21 | 鲁泰A(000726.SZ) | 5.8545364223854 | 113735 | 1365 | 5.86 | 666487.1 | 621.4/0.093% |
| 2026-08-21 | 宁沪高速(600377.SH) | 6.9862075487559 | 47584 | 1365 | 11.92 | 567201.28 | 234769.58/70.622% |
| 2026-08-20 | 鲁泰A(000726.SZ) | 5.8545364223854 | 113735 | 1364 | 5.98 | 680135.3 | 14269.6/2.143% |
| 2026-08-20 | 宁沪高速(600377.SH) | 6.9862075487559 | 47584 | 1364 | 12.02 | 571959.68 | 239527.98/72.053% |
| 2026-08-19 | 鲁泰A(000726.SZ) | 5.8545364223854 | 113735 | 1363 | 5.87 | 667624.45 | 1758.75/0.264% |
| 2026-08-19 | 宁沪高速(600377.SH) | 6.9862075487559 | 47584 | 1363 | 11.92 | 567201.28 | 234769.58/70.622% |
交易详情
| 2026-07-13 | 宁沪高速(600377.SH) | 买 | 1862 | 12.03 | -3.92 | ¥0 | 0 |
| 2026-06-18 | 鲁泰A(000726.SZ) | 买 | 2951 | 5.63 | -3.47 | ¥0 | 0 |
| 2025-10-23 | 鲁泰A(000726.SZ) | 买 | 1499 | 7.29 | -0.79 | ¥0 | 0 |
| 2025-07-30 | 宁沪高速(600377.SH) | 买 | 1502 | 14.42 | -8.96 | ¥0 | 0 |
| 2025-06-20 | 鲁泰A(000726.SZ) | 买 | 1771 | 6.07 | -1.43 | ¥0 | 0 |
| 2024-12-19 | 鲁泰A(000726.SZ) | 买 | 801 | 6.66 | -0.99 | ¥0 | 0 |
| 2024-11-08 | 鲁泰A(000726.SZ) | 买 | 1611 | 6.52 | -6.48 | ¥0 | 0 |
| 2024-07-26 | 宁沪高速(600377.SH) | 买 | 1556 | 12.88 | -10.8 | ¥0 | 0 |
| 2024-06-19 | 鲁泰A(000726.SZ) | 买 | 1935 | 6.93 | -2.16 | ¥0 | 0 |
| 2023-07-26 | 宁沪高速(600377.SH) | 买 | 2055 | 9.09 | -0.19 | ¥0 | 0 |
