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Published names return tracker

A track record of the 20 individual companies our reports covered, measured as an equal-weight backtest from each name's first publication date through today.

As of 2026-08-03 · 20 names· active 20 · closed 0

All names since inception (active + closed). Since-inception combined metrics.

Equal-Weight Avg Return
+4.2%
Median
-3.1%
Win Rate (% positive)
35%
Holdings
20

The average (+4.2%) sits 7.3pp above the median (-3.1%) — outsized gains in top names like Marvell (+103.2%) pull the average up.

Best
Marvell+103.2%
Worst
ARM-37.1%

vs Benchmarks (entry-date matched)

Same dollars into the index/NVIDIA on each report date

S&P 500
+3.7%
ours ▲ 0.5%
KOSPI
-10.5%
ours ▲ 14.7%
NASDAQ 100
+1.8%
ours ▲ 2.4%
NVIDIA
+2.4%
ours ▲ 1.8%

Equal-Weight Portfolio vs Benchmarks

Normalized to each entry date (start = 100)

Return Distribution

All names sorted by return · dashed lines = average, median

Average +4.2%Median -3.1%

Returns by Company (20)

vs benchmark = index return over the same window from each name's entry date through the as-of date (KR names→KOSPI, US names→S&P 500) · α = stock return − index return

Marvell
MRVL · 26-03-24 · 132d
vs S&P +14.2%α +89.0pp
+103.2%
SK하이닉스
000660.KS · 26-03-03 · 153d
vs KOSPI +8.0%α +58.9pp
+66.9%
샌디스크
SNDK · 26-04-21 · 104d
vs S&P +6.0%α +28.5pp
+34.5%
삼성전자
005930.KS · 26-03-06 · 150d
vs KOSPI +12.0%α +15.3pp
+27.3%
Microsoft
MSFT · 26-07-06 · 28d
vs S&P -0.6%α +20.8pp
+20.2%
Amazon
AMZN · 26-07-06 · 28d
vs S&P -0.6%α +11.8pp
+11.2%
Intel
INTC · 26-04-27 · 98d
vs S&P +4.4%α +1.7pp
+6.1%
Nebius
NBIS · 26-07-31 · 3d
vs S&P 0.0%α 0.0pp
0.0%
Apple
AAPL · 26-07-06 · 28d
vs S&P -0.6%α -0.6pp
-1.2%
Google
GOOGL · 26-07-06 · 28d
vs S&P -0.6%α -2.2pp
-2.8%
Coherent
COHR · 26-03-24 · 132d
vs S&P +14.2%α -17.7pp
-3.5%
Credo Technology
CRDO · 26-06-08 · 56d
vs S&P +1.1%α -8.0pp
-6.9%
Meta
META · 26-07-06 · 28d
vs S&P -0.6%α -6.7pp
-7.3%
NVIDIA
NVDA · 26-05-20 · 75d
vs S&P +0.8%α -10.9pp
-10.1%
Lumentum
LITE · 26-03-24 · 132d
vs S&P +14.2%α -25.2pp
-11.0%
Lam Research
LRCX · 26-06-12 · 52d
vs S&P +0.8%α -20.9pp
-20.1%
Tesla
TSLA · 26-07-06 · 28d
vs S&P -0.6%α -25.3pp
-25.9%
삼성전기
009150.KS · 26-05-27 · 68d
vs KOSPI -24.0%α -3.5pp
-27.5%
Bloom Energy
BE · 26-05-26 · 69d
vs S&P -0.4%α -31.5pp
-31.9%
ARM
ARM · 26-06-12 · 52d
vs S&P +0.8%α -37.9pp
-37.1%
CompanyEntryEntry pxNowReturn ▼vs Benchmark
MRVLMarvell
26-03-24 (132d)$92.29$187.56+103.2%vs S&P +14.2%α +89.0pp
000660.KSSK하이닉스
26-03-03 (153d)₩939,000₩1,567,000+66.9%vs KOSPI +8.0%α +58.9pp
SNDK샌디스크
26-04-21 (104d)$903.49$1,214.83+34.5%vs S&P +6.0%α +28.5pp
005930.KS삼성전자
26-03-06 (150d)₩188,200₩239,500+27.3%vs KOSPI +12.0%α +15.3pp
MSFTMicrosoft
26-07-06 (28d)$386.74$464.72+20.2%vs S&P -0.6%α +20.8pp
AMZNAmazon
26-07-06 (28d)$244.16$271.58+11.2%vs S&P -0.6%α +11.8pp
INTCIntel
26-04-27 (98d)$84.99$90.2+6.1%vs S&P +4.4%α +1.7pp
NBISNebius
26-07-31 (3d)$190.41$190.410.0%vs S&P 0.0%α 0.0pp
AAPLApple
26-07-06 (28d)$312.66$308.91-1.2%vs S&P -0.6%α -0.6pp
GOOGLGoogle
26-07-06 (28d)$366.46$356.13-2.8%vs S&P -0.6%α -2.2pp
COHRCoherent
26-03-24 (132d)$272.33$262.89-3.5%vs S&P +14.2%α -17.7pp
CRDOCredo Technology
26-06-08 (56d)$222.27$206.99-6.9%vs S&P +1.1%α -8.0pp
METAMeta
26-07-06 (28d)$600.29$556.71-7.3%vs S&P -0.6%α -6.7pp
NVDANVIDIA
26-05-20 (75d)$223.21$200.75-10.1%vs S&P +0.8%α -10.9pp
LITELumentum
26-03-24 (132d)$801.99$713.94-11.0%vs S&P +14.2%α -25.2pp
LRCXLam Research
26-06-12 (52d)$366.55$293.02-20.1%vs S&P +0.8%α -20.9pp
TSLATesla
26-07-06 (28d)$419.77$311.21-25.9%vs S&P -0.6%α -25.3pp
009150.KS삼성전기
26-05-27 (68d)₩1,630,000₩1,181,000-27.5%vs KOSPI -24.0%α -3.5pp
BEBloom Energy
26-05-26 (69d)$302.4$205.81-31.9%vs S&P -0.4%α -31.5pp
ARMARM
26-06-12 (52d)$380.81$239.69-37.1%vs S&P +0.8%α -37.9pp

Exit rule (coverage close) methodology

12 months after publication, a name auto-closes (freezes) at its return as of that date; publishing a follow-up report resets the window. Closed names remain on the scorecard permanently. The same rule applies regardless of the sign of the return.

Effective from 2026-07-14

A backtest assuming equal weighting and entry on each report's publish date. Not a recommendation to buy or sell; past returns do not guarantee future results. Returns are price-normalized (currency-agnostic) and exclude dividends, taxes, and fees.

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