Portfolio Reconstruction on N-PORT holdings 69 funds 2025Q3-2026Q1 (held-out period)
42.8Accuracy (k=3)Fund2Persona
Evaluation results
| Method | Links | ||||
|---|---|---|---|---|---|
| Fund2Personabaseline_type=Persona-conditioned2026.06 | 42.8 | 40.2 | 33.9 | 25.9 | |
| Buy-and-Holdbaseline_type=No-persona2026.06 | 41.6 | 19.6 | 30.3 | 9.3 | |
| Random-Fund Personabaseline_type=Persona-conditioned2026.06 | 40.7 | 38.2 | 31.7 | 20.9 | |
| Initial Fund Personabaseline_type=Persona-conditioned2026.06 | 38.4 | 38 | 30.9 | 24.8 | |
| Disclosure-Only Personabaseline_type=Persona-conditioned2026.06 | 37.5 | 37.2 | 30.3 | 20.9 | |
| Generic LLMbaseline_type=No-persona2026.06 | 34.9 | 34.7 | 28.7 | 18.2 |