-40.7%
OKLO vs IQV
+46.0%
-86.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +5.0% | +3.7% |
| 7D | +2.8% | +2.3% | +0.5% | +2.6% |
| 30D | -4.0% | +13.4% | -17.4% | -5.1% |
| 3M | -36.9% | +43.3% | -80.2% | -39.7% |
| 6M | -37.1% | +50.5% | -87.7% | -41.1% |
| YTD | -42.5% | +18.8% | -61.3% | -42.9% |
| 1Y | -40.7% | +45.5% | -86.2% | -41.6% |
| All | -40.7% | +46.0% | -86.7% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling