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Canli Capital

Measurements

Program status

Program status is one of 32 measurements this engine publishes in full. It is regenerated from a real run rather than transcribed, and it is shown here with its own claim boundary so the number and its limits arrive together.

The measurement

Schema
canli.alphac-program-status.v1
Status
ACTIVE_FORWARD_EVIDENCE_IMMATURE

Owner

Name
Arhan Canli
Person public path
/founder

Roles

  • founder
  • system architect
  • researcher
  • publication author

Objective

Target total sleeves
14
Minimum new sleeves
10
Portfolio max drawdown target
0.110000
Targets are admission evidence
no
Portfolio max drawdown statistic
expected_maximum_drawdown
Portfolio p95 max drawdown is gated
no
Portfolio p95 max drawdown must be published
yes
Average pairwise correlation objective
-0.030000
Honest forward sharpe target
1.500000

Portfolio sharpe target

  • 2.250000
  • 3

Average pairwise correlation objective note. An objective, not a gate. -0.03 is the average pairwise correlation at which fourteen sleeves of measured quality reach 2.5. Thresholds are gates and live in 'thresholds'; anything that is not enforced must not sit there wearing a gate's costume.

Superseded in sample sharpe target

  • 2
  • 2.500000

Superseded reason. Stated in-sample with no haircut named, and unreachable as a forward result: a verified forward 2.0 at measured per-sleeve quality needs an average pairwise correlation of -0.062 against a PSD floor of -0.077. Withdrawn 2026-08-21 and replaced with an honest FORWARD target of 1.5, which is inside the floor at every plausible quality.

Backtest to forward haircut

Measured on this book
in-sample equal-risk ~1.04 against an honest forward of 0.3-0.9

Range

  • 1.500000
  • 3

Note. The haircut IS the uncertainty. Until the forward record is long enough to speak, every in-sample figure should be read through it, and the range is this book's own published pair rather than a convention borrowed from elsewhere.

Implied in sample target

At 1 5x haircut
2.250000
At 2 0x haircut
3
At 3 0x haircut
4.500000

What reaching it requires. Both halves, not either: an average pairwise correlation meaningfully BELOW zero, and per-sleeve quality above roughly 0.60. At today's measured 0.469 the forward target is reachable only at a correlation near -0.030 and only on the optimistic haircut.

Why this is not a retreat. The rarer thing was never the number. A forward Sharpe near 1.5 that is genuinely verifiable -- signed forward record, every killed candidate published in full, gates that provably bite, and the arithmetic showing where the gate falls short of the target printed on the same page as the target -- is harder to find than a 2.5 nobody can check.

Portfolio sharpe target unit. IN-SAMPLE, being the band that an honest forward 1.5 implies at the 1.5x and 2.0x ends of this book's own measured haircut. The headline target is honest_forward_sharpe_target.

Achievement

Forward sharpe target
1.500000
Forward sharpe status
NOT_ESTABLISHED_RECORD_TOO_SHORT
Expected max drawdown target
0.110000
Expected max drawdown status
RESEARCH_OBJECTIVE_NOT_REALIZED_LIMIT
Target sleeves
14
Current sleeves
4
New sleeves admitted by atlas
0
Overall
TARGETS_NOT_YET_ACHIEVED

Forward record

Capital kind
PAPER_ONLY
Go live date
2026-08-07
State generated at
2026-08-22T14:25:40.615050+00:00
Live days
15
First mark
2026-08-07
Last mark
2026-08-22
Normalized starting equity
100000
Normalized current equity
98551.890000
Cumulative return
-0.014481
Curve points
14
In sample sharpe
1.780000
In sample label
SIMULATION_NOT_EVIDENCE

Curve basis. Normalized composite of constituent paper curves plus the disclosed overlay; not a direct broker account balance.

Honest forward sharpe estimate. 0.3 to 0.9 (the +10% beta does NOT improve this — it adds bull upside + crash risk, not risk-adjusted quality; real chance of ~0 yr1)

Live config

Fingerprint
sha256:ec06c65b7f43ce76e3ab0aa21fa60b1b361e1b53a68cefc00f885636efbded3e
Declared fingerprint
sha256:ec06c65b7f43ce76e3ab0aa21fa60b1b361e1b53a68cefc00f885636efbded3e
Matches declaration
yes
Declared in
config/live_change_contract.json

What it covers. Every setting that decides how the live book trades: the BlendStrategy defaults that reach production because no call site overrides them; the overlay, drawdown ladder and per-name clip that the strategy reads off Settings; and the book's sleeve composition, weights and disclosed tilt. Derived from inspect.signature, Settings and the published state, never from a hand-maintained list.

Why. A record that cannot say which configuration produced it cannot be read as one experiment. This stamp is what lets a reader tell a continuous forward test from a curve that changed underneath itself.

Continuity

As of
2026-08-22
Days since go live
16
Go live date
2026-08-07
Max gap rate threshold
0.200000
Passes
yes
Schema
canli.alphac-record-continuity.v1
Worst gap rate
0.187500

How a gap is classified. A weekend absence is LEGITIMATE for a sleeve that does not trade weekends and a REAL gap for one that trades around the clock. Classified per sleeve, because counting them the same way makes a closed market and a broken loop look identical.

Sleeves

4 further fields. Read them in the artifact.

Systemic gap days

  • 2026-08-10

Systemic note. Days missing on EVERY sleeve are systemic — the tick did not run or did not mark — rather than a fault in any one sleeve.

Threshold basis. Declared, not fitted. A threshold derived from today's gap rate would pass whatever the gap rate happens to be, which is not a threshold.

What this does not measure. Whether a mark is CORRECT — only whether one exists. A sleeve marking the same equity every day would show a perfect continuity record and a frozen curve. That is the publish gate's job (check_published_state), not this one's.

Execution provenance

Broker reconciliation claim
BROKER_DERIVED_LOCAL_PUBLICATION_NOT_EXTERNALLY_ATTESTED

Summary. 3 sleeves use dedicated Alpaca paper accounts; AlphaForge uses the local AlphaForge PaperBroker against live exchange order books; ALPHAC is a derived composite and has no direct broker account.

Alpaca broker executed sleeves

  • alphamax
  • managed_futures
  • alphavintage

All sleeves

Nested beyond what this page renders. Read it in the artifact.

Research governance

Trial accounting

Distinct hypothesis identities
174
Hypothesis identity budget
320
Budget remaining
146
Budget status
PASS
Research status
ACTIVE

Atlas

Families
40
Cells
240
New sleeves admitted
0
Return hypotheses spent
0

Paper corpus

Published markdown papers
84
Trial packet coverage status
INCOMPLETE_BACKFILL_REQUIRED
Complete trial packets
0
Candidate mapped identities
109
Verified family paper bindings
94
Required trial packets
174
Manifest public path
/glassbox/trial_packet_manifest.json
Manifest source sha256
5e06db6cf584a2f0f298d0a2484283775176cd9f6a007db2b648ffb3f69fc36d
Family papers
Research family keyTitlePublic pathAuthored byPacket status
alphamax_equity_momentumAlphaMax equity momentum: signal, trial lineage, and evidence boundary/research/alphamax-equity-momentum-lineage.mdArhan CanliINCOMPLETE_BACKFILL_REQUIRED
crypto_carryCrypto perpetual carry: trial lineage, capacity failure, and live evidence boundary/research/crypto-carry-lineage.mdArhan CanliINCOMPLETE_BACKFILL_REQUIRED

Source provenance

Paper state

Path
data/paper/state.json
Sha256
ba277ad4064ec8226944aa82d26588d0233b0dec80c2222a6dda0cf27df7128e

Admission contract

Path
config/sleeve_admission_contract.json
Sha256
5f628a44ae73ed9c412b225ac9dc56c4e59c1bc0645e2ebde251501e938b9932

Trial policy

Path
config/trial_accounting.json
Sha256
5633ef6f1b2120c0a45c6a0935e93fa6050fc4f5502fe1634d88864cc99f6454

Sleeve atlas

Path
artifacts/discovery/sleeve_atlas.json
Sha256
71c17b8c518811caecb5a264eefd6c5a9ee62591aefe8046d2814ffbfb4d05e0

Check it yourself

Every figure above is read from /glassbox/program_status.json, the artifact the engine wrote. Nothing on this page is typed by hand: the page is generated from that file, so a figure that moves in the artifact moves here and a figure that is not in the artifact cannot appear here at all.

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