+40.0%
IWM vs OKLO
+337.5%
-297.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -0.8% |
| 7D | +1.4% | +12.4% | -11.0% | +0.6% |
| 30D | -2.3% | -10.6% | +8.3% | -1.7% |
| 3M | +4.0% | -26.5% | +30.5% | +5.6% |
| 6M | +17.9% | -25.6% | +43.6% | +19.0% |
| YTD | +20.2% | -39.6% | +59.9% | +22.2% |
| 1Y | +25.0% | -38.8% | +63.7% | +25.8% |
| 3Y | +66.0% | +318.1% | -252.1% | +41.9% |
| 5Y | +40.0% | +339.7% | -299.6% | +17.5% |
| All | +40.0% | +337.5% | -297.4% | +17.5% |
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