More returns.
Less volatility.
Clear research.

We publish data-driven allocation research. No financial advisor, no percentage taken from your portfolio. We do the research. You stay in control and make the trades in your accounts.

Explore Strategies See How It Works

Your money stays with you | No AUM fees | Simple flat subscription

Growth of $100,000 · 18yr Period +$851k vs S&P 500

AAR $1,562,315

S&P 500 $711,352

Starting 2007

Annual Return

AAR Strategy

vs

11.24%

S&P 500

Excess Return vs S&P 500

annualized historical excess

Based on backtested results. Past performance does not guarantee future results.

Your Wealth Stays Intact

Less volatility means less stress.

The 2008 financial crisis and the 2020 COVID crash wiped out nearly half of S&P 500 investors' wealth in months. In backtested results, our strategies stayed disciplined, historically avoiding the deepest losses so your portfolio could keep compounding instead of spending years just recovering.

Learn More About Drawdown

Drawdown From Peak (2007–2026)

AAR Strategy

S&P 500

AAR max drawdown

vs -48.22% for S&P 500

Average recovery time

vs 52 weeks for S&P 500

Portfolio volatility

vs 15.7% for S&P 500

Based on backtested results. Past performance does not guarantee future results.

1

We do the research

Our quantitative models evaluate momentum, trend, and risk factors monthly, publishing the current allocation output so you can make informed decisions.

2

We publish the research

Each month we publish our model’s current allocation output, along with the data and reasoning behind it. You decide how to interpret and apply it.

3

You trade your own money

Your money never leaves your account. You make the trade when you’re ready. We provide the research, you stay in full control.

Where to begin

Two ways to invest with discipline

Whether you prefer hands-on control or research-backed model outputs delivered to you, we have an approach that fits.

Self-Directed

Free — build and test your own models

1

Build Your Model

Select your ETFs, set momentum lookback periods, and define allocation rules that match your investment thesis.

2

Backtest With Confidence

Run your strategy against historical data. Review performance metrics, drawdowns, and risk-adjusted returns with full transparency.

3

Follow Your Model

Receive systematic allocation outputs each period based on your custom model. You control every parameter.

Pro & Premium

Research-Driven

Pro & Premium — research delivered to you

1

Subscribe

Choose a plan and you're set. No model configuration, no setup. Our research team does the work.

2

Read Our Research

Access monthly model updates backed by our proprietary, systematic research. Read the analysis behind every allocation output and understand the reasoning.

3

Decide and Act

Review our insights, read the analysis, and decide whether to execute. You stay in control — we provide the research so you can act with confidence.

Pricing

Simple, transparent pricing

Start free. Upgrade when you need deeper research, monthly model updates, or portfolio analysis.

Free

$0/mo

Build your own models with limited backtesting.

Create Account

Popular

Pro

$49/mo

Monthly model updates and proprietary strategy access.

Create Account

Premium

$99/mo

Deep-dive breakdowns, strategy logic, and live sessions.

Create Account

View full pricing & feature comparison →

Getting Started

Latest Insights

Research, analysis, and market commentary from the Applied Alpha Research team.

Investing Psychology

How To Measure and Compare Investments

Strategy performance isn’t just “how much did it make?”—it’s “how fast did it grow?” and “how painful was the ride?” Two metrics that answer those questions well are CAGR and Percent Drawdown. Why per...

John B · Sep 12, 2026

Read article

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More returns.
Less volatility.
Clear research.