+284.9%
OKLO vs IQV
+20.0%
+265.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.1% | -6.4% | -6.3% |
| 7D | +0.1% | -5.3% | +5.4% | +1.2% |
| 30D | -15.2% | +5.5% | -20.7% | -16.3% |
| 3M | -26.2% | +41.2% | -67.4% | -33.1% |
| 6M | -35.0% | +50.5% | -85.6% | -42.8% |
| YTD | -44.4% | +14.1% | -58.6% | -46.6% |
| 1Y | -45.9% | +39.9% | -85.9% | -51.6% |
| All | +284.9% | +20.0% | +265.0% | +264.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling