+318.1%
OKLO vs IBN
+29.3%
+288.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.5% | +6.3% |
| 7D | +12.4% | -2.2% | +14.6% | +13.6% |
| 30D | -10.6% | -2.3% | -8.3% | -9.5% |
| 3M | -26.5% | +15.9% | -42.4% | -32.5% |
| 6M | -25.6% | +5.6% | -31.2% | -28.2% |
| YTD | -39.6% | -0.1% | -39.6% | -40.6% |
| 1Y | -38.8% | -6.5% | -32.2% | -38.1% |
| 3Y | +318.1% | +29.3% | +288.7% | +292.0% |
| All | +318.1% | +29.3% | +288.7% | +292.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling