-54.7%
OKLO vs IQV
+41.8%
-96.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.7% | -10.9% | -9.3% |
| 7D | -12.2% | -2.2% | -10.0% | -12.1% |
| 30D | -19.7% | +8.3% | -28.0% | -20.2% |
| 3M | -37.4% | +44.6% | -82.0% | -40.1% |
| 6M | -42.3% | +52.6% | -94.9% | -46.1% |
| YTD | -49.5% | +16.1% | -65.7% | -50.0% |
| 1Y | -54.7% | +37.3% | -92.0% | -54.1% |
| All | -54.7% | +41.8% | -96.5% | -54.1% |
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