+159.1%
OKLO vs IP
-23.9%
+183.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.5% |
| 7D | +16.9% | -2.8% | +19.7% | +18.1% |
| 30D | -19.7% | +9.2% | -28.9% | -21.6% |
| 3M | -45.0% | -16.1% | -28.9% | -42.3% |
| 6M | -66.9% | +9.6% | -76.5% | -67.7% |
| YTD | -64.0% | -8.8% | -55.2% | -63.5% |
| 1Y | -75.2% | -5.5% | -69.7% | -75.1% |
| 3Y | +151.1% | +19.6% | +131.5% | +152.0% |
| 5Y | +162.8% | -13.5% | +176.3% | +165.6% |
| All | +159.1% | -23.9% | +183.1% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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