-54.7%
OKLO vs IEF
-2.7%
-52.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.2% | -9.0% | -8.5% |
| 7D | -12.2% | -1.3% | -10.9% | -7.5% |
| 30D | -19.7% | -1.7% | -18.0% | -13.7% |
| 3M | -37.4% | -2.5% | -34.9% | -31.0% |
| 6M | -42.3% | -3.3% | -39.0% | -37.4% |
| YTD | -49.5% | -2.8% | -46.7% | -44.3% |
| 1Y | -54.7% | -2.7% | -52.0% | -49.8% |
| All | -54.7% | -2.7% | -52.0% | -49.8% |
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