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Kelly Criterion Overview

Intro

Kelly gives a theoretically optimal fraction to bet given edge and winrate, but has high volatility in practice.

Step-by-step

  1. Estimate winrate and win/loss ratio from your strategy.
  2. Compute Kelly fraction: f = (bp - q)/b (conceptual).
  3. Use a fractional Kelly (e.g., half-Kelly) for practicality.

GOLD example

If your backtest on XAU/USD shows 55% wins and average win twice the average loss, Kelly suggests a certain fraction — but cap it.

Common mistakes

  • Blindly using full Kelly without considering real-world frictions.
Author: Rahul Mehra