+306.9%
OKLO vs IOT
+54.4%
+252.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -6.2% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | -15.2% | -4.7% | -10.5% | -14.7% |
| 3M | -26.2% | +17.8% | -43.9% | -28.2% |
| 6M | -35.0% | +16.8% | -51.9% | -37.3% |
| YTD | -44.4% | +8.4% | -52.9% | -46.2% |
| 1Y | -45.9% | -0.8% | -45.1% | -46.8% |
| 3Y | +284.9% | +25.7% | +259.2% | +282.5% |
| All | +306.9% | +54.4% | +252.6% | +302.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 5y: compounded portfolio wealth divided by compounded IOT 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…
5y analysis · Full analysis span regression · 6 months rolling