+270.7%
OKLO vs IBKR
+495.5%
-224.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +2.2% | -11.4% | -10.7% |
| 7D | -12.2% | -1.3% | -10.9% | -11.6% |
| 30D | -19.7% | -0.2% | -19.5% | -19.7% |
| 3M | -37.4% | +3.0% | -40.4% | -38.6% |
| 6M | -42.3% | +33.9% | -76.1% | -51.9% |
| YTD | -49.5% | +42.5% | -92.0% | -58.9% |
| 1Y | -54.7% | +44.9% | -99.6% | -62.7% |
| 3Y | +249.6% | +293.0% | -43.4% | +149.5% |
| All | +270.7% | +495.5% | -224.7% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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