+334.0%
OKLO vs IONS
+49.2%
+284.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +5.2% |
| 7D | +12.4% | -5.3% | +17.7% | +12.9% |
| 30D | -10.6% | +0.3% | -10.8% | -10.6% |
| 3M | -26.5% | -22.9% | -3.6% | -25.5% |
| 6M | -25.6% | -23.4% | -2.2% | -24.6% |
| YTD | -39.6% | -28.3% | -11.3% | -38.4% |
| 1Y | -38.8% | -7.0% | -31.7% | -38.7% |
| 3Y | +318.1% | +37.6% | +280.4% | +292.8% |
| 5Y | +339.7% | +53.4% | +286.3% | +314.1% |
| All | +334.0% | +49.2% | +284.7% | +309.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling