-6.0%
LQD vs OKLO
+267.3%
-273.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.1% | 0.0% |
| 7D | -1.1% | -12.2% | +11.1% | -1.0% |
| 30D | -1.3% | -19.7% | +18.5% | -1.1% |
| 3M | -3.2% | -37.4% | +34.2% | -3.0% |
| 6M | -2.1% | -42.3% | +40.2% | -1.9% |
| YTD | -2.4% | -49.5% | +47.2% | -2.1% |
| 1Y | -2.7% | -54.7% | +52.0% | -2.5% |
| 3Y | +14.2% | +249.6% | -235.4% | +11.6% |
| All | -6.0% | +267.3% | -273.4% | -9.0% |
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