-31.1%
OKLO vs IJR
+16.8%
-47.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | +1.6% |
| 7D | +7.7% | -1.1% | +8.8% | +11.3% |
| 30D | -4.3% | -3.6% | -0.7% | +7.4% |
| 3M | -24.6% | +2.3% | -26.9% | -30.4% |
| 6M | -31.1% | +14.3% | -45.4% | -51.7% |
| All | -31.1% | +16.8% | -47.9% | -51.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling