-4.5%
LQD vs OKLO
+333.1%
-337.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.9% | -4.9% | 0.0% |
| 7D | +0.2% | +12.4% | -12.2% | +0.2% |
| 30D | -0.6% | -10.6% | +10.0% | -0.5% |
| 3M | -1.2% | -26.5% | +25.3% | -1.1% |
| 6M | -1.9% | -25.6% | +23.7% | -1.9% |
| YTD | -1.3% | -39.6% | +38.4% | -1.1% |
| 1Y | -1.0% | -38.8% | +37.7% | -1.0% |
| 3Y | +15.2% | +318.1% | -302.8% | +12.8% |
| 5Y | -4.4% | +339.7% | -344.1% | -6.6% |
| All | -4.5% | +333.1% | -337.6% | -7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling