Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OKLO vs FIX✓SelectedUSD · FIXOKLO vs FIX performance historyLatest closeAs of+3.59%09/04
Stock and ETF performance explorer

OKLO vs FIX

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+313.5%
FIX return
+2,090.3%
Excess return
-1,776.8%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFIXExcessAlpha
1D+3.6%+1.9%+1.7%+2.4%
7D+2.8%+6.0%-3.2%-0.9%
30D-4.0%-7.2%+3.2%-0.3%
3M-36.9%-15.9%-21.0%-30.8%
6M-37.1%+12.7%-49.9%-41.3%
YTD-42.5%+72.8%-115.3%-58.4%
1Y-40.7%+122.9%-163.6%-61.9%
3Y+299.1%+774.3%-475.2%+86.4%
5Y+317.3%+2,049.5%-1,732.2%+93.3%
All+313.5%+2,090.3%-1,776.8%+91.4%

Cumulative growth

Daily Returns

Daily percentage return beside FIX.

Daily Out/Under-Performance

Portfolio return minus FIX return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × FIX 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 FIX 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