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Risk & Portfolio Construction Explainer

Drawdown

At time t, drawdown is 1 − B_t / max(B_0…B_t), where B_t is bankroll. Maximum drawdown is the worst value over the sample. Drawdown is a path-dependent statistic — it depends on the order of returns, not just their distribution — which is why two strategies with the same Sharpe can have very different drawdown experiences.

By Orbyd Editorial · AI Fin Hub Team

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Definition

Drawdown

At time t, drawdown is 1 − B_t / max(B_0…B_t), where B_t is bankroll. Maximum drawdown is the worst value over the sample. Drawdown is a path-dependent statistic — it depends on the order of returns, not just their distribution — which is why two strategies with the same Sharpe can have very different drawdown experiences.

Why it matters

Drawdown is the survivability metric. A 50% drawdown requires a 100% return to recover; a 75% drawdown requires 300%. Most allocators redeem capital well before that. Risk budgets, leverage limits, and circuit breakers are usually written against drawdown, not volatility.

How it works

Compute running maximum equity, then 1 − current_equity / running_max. Track three things: max drawdown, time in drawdown, and time to recovery. Strategies that look similar on max drawdown can differ by years on time-to-recovery, which is the variable that actually fires investor redemptions.

Example

Two strategies, same max drawdown

Strategy A max drawdown

25%

Strategy A time in drawdown

8 months

Strategy B max drawdown

25%

Strategy B time in drawdown

31 months

Same headline number, very different lived experience. Strategy B is the one that triggers redemptions.

Key Takeaways

1

Recovery is asymmetric: a 50% drawdown needs a 100% return to break even.

2

Max drawdown is a single number; time-in-drawdown and time-to-recovery describe the actual investor experience.

3

Drawdown is path-dependent — same return distribution, different sequences, different drawdown.

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FAQ

Questions people ask next

The short answers readers usually want after the first pass.

Because percentage gains and losses don't compose. Lose 50% and you're at 0.5x. To get back to 1.0x you need a 100% gain on the remaining capital. Lose 75% and you need a 300% gain. The deeper the drawdown, the more disproportionate the recovery.

Sources & References

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Planning estimates only — not financial, tax, or investment advice.