+334.0%
OKLO vs IBB
+32.4%
+301.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +6.1% |
| 7D | +12.4% | -1.7% | +14.1% | +13.3% |
| 30D | -10.6% | +4.9% | -15.4% | -12.8% |
| 3M | -26.5% | +24.2% | -50.7% | -34.3% |
| 6M | -25.6% | +23.8% | -49.5% | -33.0% |
| YTD | -39.6% | +23.0% | -62.6% | -45.3% |
| 1Y | -38.8% | +46.2% | -84.9% | -47.9% |
| 3Y | +318.1% | +64.8% | +253.2% | +249.8% |
| 5Y | +339.7% | +20.9% | +318.8% | +268.5% |
| All | +334.0% | +32.4% | +301.6% | +261.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling