-80.3%
OKLO vs IEF
-1.9%
-78.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.4% | -7.9% |
| 7D | -18.4% | +0.9% | -19.3% | -21.5% |
| 30D | -38.5% | +3.1% | -41.6% | -46.5% |
| 3M | -48.9% | -1.4% | -47.6% | -45.0% |
| 6M | -67.8% | -1.6% | -66.2% | -65.1% |
| YTD | -69.2% | -2.1% | -67.0% | -66.0% |
| 1Y | -80.3% | -2.0% | -78.3% | -78.3% |
| All | -80.3% | -1.9% | -78.4% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling