Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OKLO vs IR✓SelectedUSD · IROKLO vs IR performance historyLatest closeAs of-1.71%09/09
Stock and ETF performance explorer

OKLO vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+310.9%
IR return
+5.7%
Excess return
+305.2%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D-1.7%-2.0%+0.3%-0.3%
7D+7.7%-1.9%+9.6%+9.1%
30D-4.3%-15.0%+10.7%+7.0%
3M-24.6%-0.4%-24.2%-26.0%
6M-31.1%-15.0%-16.0%-23.8%
YTD-40.7%-7.1%-33.6%-38.5%
1Y-42.4%-7.5%-34.9%-40.0%
All+310.9%+5.7%+305.2%+361.5%

Cumulative growth

Daily Returns

Daily percentage return beside IR.

Daily Out/Under-Performance

Portfolio return minus IR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IR 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 IR 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