Copy trading has become a powerful tool for investors seeking to leverage the expertise of experienced traders. On platforms like OKX, users can follow skilled traders and automatically replicate their trades — a strategy that combines convenience with potential profitability. To make informed decisions, it’s essential to understand the key performance indicators (KPIs) used to evaluate traders in the copy trading system.
This guide breaks down each metric displayed on a trader’s profile page, helping both new and experienced users interpret data accurately and choose the right traders to follow.
Understanding Trader Performance Metrics
When evaluating a trader on OKX's copy trading platform, you’ll encounter a range of performance indicators. These metrics are designed to give you a comprehensive view of a trader’s historical performance, risk profile, and consistency. Some of these metrics support filtering by time periods — such as the last 7 days, last 30 days, or all-time history. Where applicable, this will be referred to as the "tracking period".
Let’s dive into each one.
1.1 Return Rate (Tracking Period)
The return rate measures the percentage gain or loss over a selected period. It is calculated using the formula:
(Profit / Cost)
The cost component accounts for any deposits made into the trading account during the period, ensuring accurate performance measurement even when capital changes. A higher return rate generally indicates stronger performance — but always consider this alongside risk metrics.
👉 Discover how top-performing traders achieve consistent returns with smart strategies.
1.2 Profit Amount (Tracking Period)
This shows the total profit amount generated during the tracking period, calculated as:
(Initial Asset - Final Asset + Withdrawals - Deposits)
This metric gives you a clear dollar (or USDT) value of the trader’s net gains or losses, making it easier to compare across different account sizes.
1.3 Win Rate (Tracking Period)
The win rate reflects the trader’s accuracy in executing profitable trades:
(Number of profitable "detailed positions" / Total number of "detailed positions")
For example, a win rate of 65% means that 65 out of every 100 trades were profitable. While high win rates are attractive, they don’t tell the full story — a trader could have many small wins and a few large losses.
1.4 Profit-Loss Ratio (Tracking Period)
Also known as the average gain-to-loss ratio, this metric compares the average size of winning trades to losing ones:
(Average return of winning orders / Average return of losing orders)
A ratio above 1.0 indicates that wins are larger than losses — a strong sign of effective risk management. For instance, a ratio of 2.0 means winners are twice as large as losers on average.
1.5 Number of Trades (Tracking Period)
This is simply the total number of open and close transactions executed by the trader within the selected timeframe. Frequent trading may suggest an active strategy (like scalping), while fewer trades might indicate swing or position trading.
High trade frequency isn’t inherently good or bad — it depends on consistency and results.
1.6 Followers’ Total Profit (Tracking Period)
This metric displays the cumulative profit earned by all followers of the trader during the selected period. It reflects not only the trader’s skill but also the confidence and scale of their follower base.
A growing followers’ total profit suggests that many users are benefiting from copying this trader.
👉 See what makes successful traders stand out in real-time performance tracking.
1.7 Average Holding Duration (Tracking Period)
Calculated as:
(Total holding time / Number of positions)
This shows how long, on average, the trader holds each position. Short durations may indicate high-frequency trading, while longer durations suggest trend-following or passive strategies.
Understanding this helps align the trader’s style with your own risk tolerance and investment goals.
1.8 Current Number of Followers
Displays the current count of active followers versus the maximum allowed. For example: 120 / 250 means 120 people are currently following, with a cap of 250.
A capped follower count can create scarcity and signal high demand. Once full, new users won’t be able to follow until space becomes available.
1.9 Total Following Assets
This is the total value of assets currently being managed through follower investments in the trader’s strategy. Measured in USDT, this figure reflects market confidence — larger asset bases often belong to proven, trusted traders.
Visualizing Performance: Data Charts Overview
Beyond numerical metrics, OKX provides visual tools to help assess trader behavior and performance trends over time.
2.1 Return Rate Chart
This graph plots the evolution of the trader’s return rate over time, with selectable timeframes (e.g., 7D, 30D, All). The curve allows you to spot patterns such as steady growth, volatility spikes, or drawdown periods.
Use this chart to evaluate consistency and resilience during market fluctuations.
2.2 Trading Volume Chart
Displays the trading volume over time, broken down by customizable time intervals (hourly, daily, etc.). Volume is shown in USDT and helps identify when the trader is most active.
Sudden spikes may correlate with major market events or strategic entries/exits — useful context for understanding their decision-making rhythm.
2.3 Currency Preference Chart
Shows the distribution of historical trades across different cryptocurrencies. For example, if 70% of trades involve BTC and ETH, the trader likely focuses on large-cap assets.
This insight helps you determine whether their strategy aligns with your preferred markets or diversification goals.
Frequently Asked Questions (FAQ)
Q: What does “tracking period” mean in copy trading metrics?
A: The tracking period refers to the timeframe used to calculate certain metrics — such as 7 days, 30 days, or all-time data. You can often switch between these views to analyze short-term vs. long-term performance.
Q: Is a high win rate always a good sign?
A: Not necessarily. A trader might win 90% of their trades but still lose money overall if their losing trades are much larger than their winning ones. Always review the profit-loss ratio alongside win rate.
Q: How is Followers’ Total Profit different from the trader’s own profit?
A: Followers’ Total Profit measures how much money followers have made by copying the trader. It reflects real-world outcomes based on actual replicated trades and can differ slightly due to entry timing or fees.
Q: Why is Average Holding Duration important?
A: It reveals the trader’s style — short durations suggest fast-paced strategies (like day trading), while longer holds align with trend-following approaches. Choose based on your preferred level of market exposure.
Q: Can I trust traders with high Total Following Assets?
A: High assets under management often signal trust and track record, but they’re not foolproof. Always verify performance across multiple metrics and consider recent results, not just historical data.
👉 Start analyzing top traders with real-time metrics and begin your copy trading journey today.
Core Keywords
- Copy trading metrics
- Trader performance indicators
- OKX copy trading
- Return rate calculation
- Win rate vs profit-loss ratio
- Follower profit tracking
- Trading volume analysis
- Cryptocurrency trader evaluation
By mastering these metrics and charts, you're better equipped to identify skilled traders, manage risk, and optimize your investment outcomes on OKX’s copy trading platform. Remember: successful investing isn’t just about chasing high returns — it’s about understanding how those returns are achieved.