长期持有港金所持股:年化收益率（7.65%）
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: 37.33%
- 年化收益率: 7.65%
- 基准收益率: -25.09%
- 阿尔法: 0.1
- 夏普比率: 0.32
- 最大回撤: 17.39%
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
|
|||||
|---|---|---|---|---|---|---|---|
| 2025-06-26 | 鲁泰A(000726.SZ) | 6.0929836649946 | 108846 | 1083 | 6.26 | 681375.96 | 18179.06/2.741% |
| 2025-06-26 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1083 | 15.57 | 686621.43 | 355103/107.114% |
| 2025-06-25 | 鲁泰A(000726.SZ) | 6.0929836649946 | 108846 | 1082 | 6.27 | 682464.42 | 19267.52/2.905% |
| 2025-06-25 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1082 | 15.72 | 693236.28 | 361717.85/109.109% |
| 2025-06-24 | 鲁泰A(000726.SZ) | 6.0929836649946 | 108846 | 1081 | 6.21 | 675933.66 | 12736.76/1.921% |
| 2025-06-24 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1081 | 15.77 | 695441.23 | 363922.8/109.775% |
| 2025-06-23 | 鲁泰A(000726.SZ) | 6.0929836649946 | 108846 | 1080 | 6.09 | 662872.14 | -324.76/-0.049% |
| 2025-06-23 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1080 | 15.86 | 699410.14 | 367891.71/110.972% |
| 2025-06-20 | 鲁泰A(000726.SZ) | 6.0929836649946 | 108846 | 1079 | 6.05 | 658518.3 | -4678.6/-0.705% |
| 2025-06-20 | 宁沪高速(600377.SH) | 7.5175951835643 | 44099 | 1079 | 16 | 705584 | 374065.57/112.834% |
交易详情
| 2025-06-20 | 鲁泰A(000726.SZ) | 买 | 1764 | 6.07 | -0.72 | ¥0 | 0 |
| 2024-12-19 | 鲁泰A(000726.SZ) | 买 | 797 | 6.66 | -6.23 | ¥0 | 0 |
| 2024-11-08 | 鲁泰A(000726.SZ) | 买 | 1605 | 6.52 | -3.4 | ¥0 | 0 |
| 2024-07-26 | 宁沪高速(600377.SH) | 买 | 1552 | 12.88 | -7.33 | ¥0 | 0 |
| 2024-06-19 | 鲁泰A(000726.SZ) | 买 | 1927 | 6.93 | -3.78 | ¥0 | 0 |
| 2023-07-26 | 宁沪高速(600377.SH) | 买 | 2049 | 9.09 | -3.67 | ¥0 | 0 |
| 2023-06-16 | 鲁泰A(000726.SZ) | 买 | 1545 | 6.55 | -1.01 | ¥0 | 0 |
| 2022-08-05 | 宁沪高速(600377.SH) | 买 | 2355 | 7.45 | -1 | ¥0 | 0 |
| 2022-06-23 | 鲁泰A(000726.SZ) | 买 | 990 | 7.08 | -6.09 | ¥0 | 0 |
| 2021-07-15 | 宁沪高速(600377.SH) | 买 | 1843 | 9.06 | -0.44 | ¥0 | 0 |
