+334.0%
OKLO vs INCY
+53.1%
+280.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.9% | +6.8% | +5.3% |
| 7D | +12.4% | -0.5% | +12.9% | +12.5% |
| 30D | -10.6% | +3.2% | -13.7% | -11.1% |
| 3M | -26.5% | +23.6% | -50.1% | -29.9% |
| 6M | -25.6% | +29.7% | -55.3% | -30.0% |
| YTD | -39.6% | +25.9% | -65.6% | -42.6% |
| 1Y | -38.8% | +43.7% | -82.5% | -43.4% |
| 3Y | +318.1% | +94.4% | +223.6% | +256.2% |
| 5Y | +339.7% | +68.0% | +271.7% | +276.1% |
| All | +334.0% | +53.1% | +280.9% | +275.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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