+299.6%
OKLO vs IJH
+50.9%
+248.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -5.4% |
| 7D | +0.1% | -2.5% | +2.6% | +2.6% |
| 30D | -15.2% | -5.0% | -10.1% | -10.7% |
| 3M | -26.2% | +0.5% | -26.7% | -25.9% |
| 6M | -35.0% | +8.2% | -43.3% | -37.7% |
| YTD | -44.4% | +12.4% | -56.9% | -47.8% |
| 1Y | -45.9% | +14.4% | -60.3% | -49.4% |
| 3Y | +284.9% | +49.5% | +235.4% | +243.0% |
| 5Y | +305.3% | +47.8% | +257.5% | +260.8% |
| All | +299.6% | +50.9% | +248.7% | +254.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling