BacktestFolio · Glossary

Recovery Factor

In plain language

If the portfolio gained 150% in total but had a maximum drawdown of -30%, the Recovery Factor is 5. The higher it is, the better: you earned a lot relative to the worst loss endured. It complements the Calmar ratio, which uses CAGR instead of total return.

Technical definition

Ratio of the portfolio's total return to the absolute value of the maximum drawdown. Measures the portfolio's ability to earn enough relative to the maximum risk borne along the way.