-31.1%
OKLO vs IJH
+10.7%
-41.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | +1.8% |
| 7D | +7.7% | -0.7% | +8.4% | +10.1% |
| 30D | -4.3% | -3.8% | -0.5% | +9.3% |
| 3M | -24.6% | 0.0% | -24.6% | -24.2% |
| 6M | -31.1% | +8.8% | -39.8% | -43.0% |
| All | -31.1% | +10.7% | -41.8% | -43.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling