+313.5%
OKLO vs IONS
+52.9%
+260.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.1% | +3.7% | +3.6% |
| 7D | +2.8% | -4.8% | +7.7% | +3.3% |
| 30D | -4.0% | +7.2% | -11.2% | -4.6% |
| 3M | -36.9% | -22.7% | -14.2% | -36.0% |
| 6M | -37.1% | -26.9% | -10.3% | -35.9% |
| YTD | -42.5% | -26.6% | -15.9% | -41.4% |
| 1Y | -40.7% | -2.1% | -38.6% | -41.0% |
| 3Y | +299.1% | +43.4% | +255.7% | +274.3% |
| 5Y | +317.3% | +47.0% | +270.3% | +292.8% |
| All | +313.5% | +52.9% | +260.7% | +288.9% |
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