+341.9%
OKLO vs IOT
+61.2%
+280.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.1% | +5.0% |
| 7D | +12.4% | +2.8% | +9.6% | +11.9% |
| 30D | -10.6% | -1.8% | -8.8% | -10.4% |
| 3M | -26.5% | +17.9% | -44.4% | -28.5% |
| 6M | -25.6% | +13.5% | -39.2% | -27.9% |
| YTD | -39.6% | +13.3% | -52.9% | -41.9% |
| 1Y | -38.8% | -3.3% | -35.4% | -39.6% |
| 3Y | +318.1% | +31.3% | +286.7% | +313.0% |
| All | +341.9% | +61.2% | +280.7% | +334.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling