4 Oct source basis. The interactive Arc tape ends at 4 Oct 15:00 UTC (exclusive). It uses 334's isolated FINAL-free research-replica generation, delayed row-exact recheck and frozen-member continuity gate; the separate 4 Oct FINAL generation is excluded. The frozen 330c empirical hook-cost rule still excludes unmeasured hooked pools. A tied opposite-direction exhaustion event changed one unselected j30 theta=-1 overlay's cache order in 334/333; selected comparator overlays in 334 were exact, but that tie limits whole-roster prefix claims. The eight-wallet live comparison is frozen at 3 Oct 10:45 UTC; its figures are historical and are not a 4 Oct mark.

330j · Arc steady composer

Corrected Arc execution, frozen RH models. Steady membership was selected only on mature 18–25 Sep entries; the 20-book f_secondary membership is frozen from RH. The blue band starts OOS at 25 Sep 00:00; the second marker is 28 Sep 02:00; tape cutoff is 4 Oct 15:00 UTC. No model refit or OOS selection affects the primary presets. The old 330d main is RETRACTED. Empirical hooked-pool costs fail closed.

Wind-down: only complete entry cohorts (entry < cutoff − X) count in OOS metrics, including all their exits. Later settled entries appear separately. The gray pre-25 band marks the longest IS horizon seal; frozen IS uses each member’s own horizon and pre-25 boundary entries count in OOS.
Missing hook costs: New hooked pools have no empirical estimate and remain excluded. The member-table hook gap is the 1 Oct 09:00 snapshot; 3 Oct hook costs remain unmeasured and never enter primary PnL.

Presets

Portfolio knobs

bankroll $ rejectclip
per-token cap $live exposure, all members
Arc participation
λ crowding00.51
3rd-party router fee / side00.5 pp1 ppsensitivity; our fleet pays 0
one entry / pool-minoffon · first member only
window18 Sep → 4 Oct 15:00 (continuous)in-sample 18–25 (repaired tape)OOS only (fresh start 25 Sep)val + test + OOS 16 → 4 Oct
all scales ×applycopy link

Members

book (hover for id)scalesleeve cap $

Scale multiplies each frozen RH leg's Arc notional. Sleeve cap limits that member's live capital; blank = none. Solid lines = all tokens, dashed = hooked-only.

Entry view assigns eventual settled PnL to its entry time; diagnostic, not live equity.

Cumulative PnL by exit time — complete entry cohorts

Capital in use (entry notional of open positions)

How "Replace live fleet" works

Live trades are the real on-chain swaps the eight production Arc wallets made, read from the research replica and grouped into cells of (pool, UTC minute, side). Replacement estimates what would happen if this portfolio took their place.

On (replacement): in every cell, the first L dollars of our same-side flow (L = what the live fleet already bought, or sold, in that pool and minute) pay no new own impact — the price had already moved by that much in the history the backtest reads. Only impact above L is charged. Off (additive): our impact is charged in full on top of the live fleet's (the 005 convention) — that double counts the pool move the live fleet caused.

Limits: credit applies only to the same pool, minute and side. Opposite-side flow never offsets. Hooked-v4 pools in the corrected Arc books rarely overlap the live fleet, so the credit may be small. The fleet baseline is shown in the table below and is excluded from the main PnL chart.

Member contribution

Joint = this member's admitted legs inside the portfolio after Arc participation, crowding, caps and live replacement. Solo IS is the corrected frozen book at scale 1.

Token concentration (top 12 by PnL)

Impact: paid vs offset by live flow

Daily PnL (by exit day, current settings)

Live fleet (research replica, read-only)

Method and receipts