-42.4%
OKLO vs IONS
-8.4%
-34.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-09 to 2026-09-09.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.6% |
| 7D | +7.7% | -8.7% | +16.4% | +8.9% |
| 30D | -4.3% | -1.6% | -2.7% | -4.0% |
| 3M | -24.6% | -24.9% | +0.3% | -26.1% |
| 6M | -31.1% | -25.7% | -5.4% | -32.2% |
| YTD | -40.7% | -29.2% | -11.5% | -40.2% |
| 1Y | -42.4% | -13.0% | -29.4% | -26.0% |
| All | -42.4% | -8.4% | -34.1% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 2025-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IONS 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…
2025-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling