+249.6%
OKLO vs INVH
-9.7%
+259.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.1% | -9.1% | -9.2% |
| 7D | -12.2% | -3.0% | -9.2% | -12.1% |
| 30D | -19.7% | -7.5% | -12.2% | -19.5% |
| 3M | -37.4% | -5.5% | -31.9% | -37.3% |
| 6M | -42.3% | +11.7% | -54.0% | -43.3% |
| YTD | -49.5% | +1.3% | -50.9% | -49.9% |
| 1Y | -54.7% | -6.1% | -48.6% | -54.2% |
| 3Y | +249.6% | -9.8% | +259.4% | +259.9% |
| All | +249.6% | -9.7% | +259.3% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling