QUANTHEON Lab
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Kelly criterion calculator

Enter your win probability and your payoff ratio (average win ÷ average loss) to get the Kelly fraction — the share of capital that maximises long-run growth — plus the half-Kelly most traders actually use, and a plain-English read on whether you even have an edge.

What is the Kelly criterion?

The Kelly criterion is the bet size that maximises the long-run geometric growth of your capital, given a known edge. Risk more than Kelly and volatility drags your compound growth down; risk less and you grow more slowly than you could. The full-Kelly fraction is:

f* = W − (1 − W) ÷ b

where W is your win probability (as a fraction) and b is the payoff ratio — your average win divided by your average loss. If f* comes out at or below zero, you have no edge, and the growth-maximising bet is nothing at all.

Why most people bet FRACTIONAL Kelly

Full Kelly is mathematically optimal but wildly volatile — it courts drawdowns most traders can't stomach, and it assumes your edge estimate is exact. It never is. A small overestimate of your win rate or payoff pushes full Kelly into over-betting, and over-betting compounds toward ruin. That's why half-Kelly or quarter-Kelly is standard: half-Kelly keeps roughly three-quarters of the growth for a fraction of the swings, and forgives an optimistic edge estimate.

How to read the result

Kelly, risk of ruin, and backtests

Here's the trap: your win rate and payoff ratio come from a backtest. If that backtest is overfit, your real edge is smaller than measured — so a Kelly fraction sized on the inflated numbers is really over-betting, and full Kelly on an overfit edge is a fast road to ruin. This is why sizing and honesty about your edge are the same problem.

QUANTHEON Lab attacks both ends. Its 1,000-path Monte-Carlo simulation estimates your risk of ruin directly by reshuffling the trade sequence, and the Deflated-Sharpe haircut checks whether the edge is even real before you stake capital on it. Pair this with a hard cap: size each trade so a single loss can't do real damage.

FAQ

What is the Kelly criterion?

Kelly gives the fraction of capital to risk on a bet with a known edge to maximise long-run compound growth: f* = W − (1 − W) ÷ b, where W is win probability as a fraction and b is the payoff ratio (average win ÷ average loss).

Why do traders use fractional Kelly?

Full Kelly is extremely volatile and assumes your edge estimate is exact. A small overestimate can push you toward ruin, so most traders use half- or quarter-Kelly for far smoother equity with only a little less growth.

Can Kelly cause ruin?

Yes — if your win rate and payoff come from an overfit backtest, your real edge is smaller than measured, and full Kelly on an inflated edge over-bets toward ruin. Estimate risk of ruin directly and haircut the edge before sizing.


Related: Position size calculator · Monte-Carlo simulation · Adaptive position sizing

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