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  • OKLO vs IR✓SelectedUSD · IROKLO vs IR performance historyLatest closeAs of+3.59%09/04
Stock and ETF performance explorer

OKLO vs IR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+313.5%
IR return
+58.0%
Excess return
+255.5%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioIRExcessAlpha
1D+3.6%+1.3%+2.3%+3.1%
7D+2.8%-2.8%+5.6%+4.1%
30D-4.0%-15.1%+11.1%+2.6%
3M-36.9%+6.1%-43.0%-39.0%
6M-37.1%-16.8%-20.3%-32.8%
YTD-42.5%-3.5%-38.9%-41.7%
1Y-40.7%-3.5%-37.2%-39.8%
3Y+299.1%+9.5%+289.7%+316.1%
5Y+317.3%+45.1%+272.2%+334.8%
All+313.5%+58.0%+255.5%+326.8%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling