+305.3%
OKLO vs IEF
-9.3%
+314.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -6.1% |
| 7D | +0.1% | -1.2% | +1.3% | +0.4% |
| 30D | -15.2% | -1.5% | -13.7% | -14.8% |
| 3M | -26.2% | -1.7% | -24.5% | -25.8% |
| 6M | -35.0% | -3.5% | -31.5% | -34.8% |
| YTD | -44.4% | -2.6% | -41.8% | -44.2% |
| 1Y | -45.9% | -2.4% | -43.5% | -45.7% |
| 3Y | +284.9% | +8.9% | +276.0% | +283.7% |
| 5Y | +305.3% | -9.2% | +314.5% | +296.2% |
| All | +305.3% | -9.3% | +314.6% | +296.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling