-40.7%
OKLO vs IJH
+18.2%
-58.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.2% |
| 7D | +2.8% | +0.1% | +2.7% | +2.5% |
| 30D | -4.0% | -1.5% | -2.5% | +1.2% |
| 3M | -36.9% | +0.8% | -37.7% | -37.3% |
| 6M | -37.1% | +7.6% | -44.7% | -46.0% |
| YTD | -42.5% | +15.5% | -58.0% | -58.4% |
| 1Y | -40.7% | +16.9% | -57.6% | -57.8% |
| All | -40.7% | +18.2% | -58.9% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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