+21.2%
IGV vs OKLO
+305.3%
-284.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.2% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -2.6% | -15.2% | +12.5% | -1.6% |
| 3M | +10.5% | -26.2% | +36.7% | +12.3% |
| 6M | +18.2% | -35.0% | +53.2% | +20.0% |
| YTD | -4.2% | -44.4% | +40.2% | -2.1% |
| 1Y | -9.8% | -45.9% | +36.1% | -8.7% |
| 3Y | +39.1% | +284.9% | -245.8% | +20.2% |
| 5Y | +21.2% | +305.3% | -284.1% | +3.0% |
| All | +21.2% | +305.3% | -284.1% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OKLO.
Daily Out/Under-Performance
Portfolio return minus OKLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKLO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OKLO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling