Disclosures

What AlphaBlock is — and is not

AlphaBlock Technologies Inc. licenses the 3N™ methodology to regulated investment managers. We are not a registered investment adviser, broker-dealer, portfolio manager or fund. We do not manage client money, take custody of assets, or make investment decisions for any investor. Investment decisions in every mandate referenced here are made by the licensed manager, not by AlphaBlock.

Whose performance you are looking at

Performance figures shown on this site and in our materials were achieved in live, regulated portfolios by managers licensed to use the 3N™ methodology. They are not the returns of any AlphaBlock-managed fund, because no such fund exists.

Live figures are sourced from the public Nasdaq index record and from SEBI-regulated PMS disclosures independently tracked on PMS Bazaar. India figures are stated gross of fees; net returns to an investor will be lower.

The +8.24% weighted alpha, the +6.63% simple average and the 10-of-12 count are AlphaBlock’s own aggregates across those underlying records, not figures published by a third party.

Modelled and backtested results

Some figures we publish are modelled or backtested and are labelled as such wherever they appear — including the long–short signal record since January 2015 and the 324-portfolio E&R study.

Backtested results are hypothetical. They do not represent actual trading, no capital was placed at risk, and they are prepared with the benefit of hindsight. They do not reflect trading costs, financing or borrow costs, slippage, taxes or liquidity constraints that would apply to a real account, and are therefore likely to differ materially from realised performance. No representation is made that any account will or is likely to achieve comparable results.

Past performance

Past performance does not guarantee future results. The value of investments can fall as well as rise, and investors may not recover the amount originally invested. Nothing here should be read as a prediction or a promise of any particular outcome.

Not an offer, not advice

This site and our materials are for information only. Nothing on them constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, fund or strategy, nor do they constitute investment, legal, tax or accounting advice. You should take your own professional advice before acting.

Our materials are directed at professional and institutional counterparties. They are not intended for retail investors.

TO CONFIRM  If you want an explicit jurisdictional restriction — for example that materials are not directed at US retail investors, or are limited to persons who qualify under a particular regime — specify it and it will be added here.

Third-party references

Where we cite Nasdaq, SEBI, PMS Bazaar, Morningstar or published research, those sources measured or published the underlying record. Their inclusion does not imply that they endorse, sponsor or recommend AlphaBlock.

The Morningstar ranking referenced in our materials relates to a fund managed by a licensed partner. That partner is not named publicly pending agreement; the fund identity and the underlying Morningstar record can be shared with qualified counterparties under NDA.

Forward-looking statements

Statements about capacity, expected volatility, target ranges or intended outcomes are forward-looking and inherently uncertain. They reflect current expectations, not commitments, and actual results may differ materially.