+334.0%
OKLO vs IQV
+3.7%
+330.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.2% | +8.1% | +5.4% |
| 7D | +12.4% | +0.3% | +12.1% | +12.3% |
| 30D | -10.6% | +8.6% | -19.1% | -11.7% |
| 3M | -26.5% | +41.1% | -67.6% | -31.1% |
| 6M | -25.6% | +48.6% | -74.2% | -31.4% |
| YTD | -39.6% | +15.0% | -54.6% | -41.6% |
| 1Y | -38.8% | +38.1% | -76.9% | -42.8% |
| 3Y | +318.1% | +21.4% | +296.7% | +295.2% |
| 5Y | +339.7% | -1.0% | +340.7% | +318.0% |
| All | +334.0% | +3.7% | +330.3% | +312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling