+326.6%
OKLO vs IONS
+47.4%
+279.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.6% |
| 7D | +7.7% | -8.7% | +16.4% | +8.6% |
| 30D | -4.3% | -1.6% | -2.7% | -4.2% |
| 3M | -24.6% | -24.9% | +0.3% | -23.4% |
| 6M | -31.1% | -25.7% | -5.4% | -29.9% |
| YTD | -40.7% | -29.2% | -11.5% | -39.4% |
| 1Y | -42.4% | -13.0% | -29.4% | -42.1% |
| 3Y | +310.9% | +35.9% | +275.0% | +286.6% |
| 5Y | +332.6% | +54.5% | +278.1% | +307.7% |
| All | +326.6% | +47.4% | +279.1% | +302.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling