-80.3%
OKLO vs IJR
+24.2%
-104.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.2% | -9.2% |
| 7D | -18.4% | +2.3% | -20.7% | -23.5% |
| 30D | -38.5% | +2.8% | -41.3% | -42.9% |
| 3M | -48.9% | -4.6% | -44.3% | -41.8% |
| 6M | -67.8% | +5.7% | -73.4% | -71.6% |
| YTD | -69.2% | +19.9% | -89.1% | -79.6% |
| 1Y | -80.3% | +24.2% | -104.5% | -87.7% |
| All | -80.3% | +24.2% | -104.5% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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