+139.7%
OKLO vs IBN
+109.3%
+30.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.5% | -2.3% |
| 7D | +1.6% | +1.9% | -0.3% | +1.1% |
| 30D | -17.6% | +22.1% | -39.7% | -21.7% |
| 3M | -48.5% | +17.1% | -65.6% | -50.5% |
| 6M | -65.7% | +35.5% | -101.2% | -68.3% |
| YTD | -66.7% | +16.8% | -83.5% | -68.2% |
| 1Y | -76.5% | +12.4% | -88.9% | -77.4% |
| 3Y | +132.5% | +58.0% | +74.4% | +118.9% |
| 5Y | +142.8% | +73.7% | +69.1% | +128.2% |
| All | +139.7% | +109.3% | +30.4% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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