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

OKLO vs IT

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+332.6%
IT return
-45.7%
Excess return
+378.3%
Maximum drawdown
-78.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 5y.

Portfolio and benchmark returns by period
PeriodPortfolioITExcessAlpha
1D-1.7%-1.7%0.0%-1.6%
7D+7.7%-9.1%+16.9%+8.3%
30D-4.3%-12.2%+7.8%-3.7%
3M-24.6%+7.8%-32.4%-25.4%
6M-31.1%+2.0%-33.1%-31.6%
YTD-40.7%-32.7%-7.9%-37.2%
1Y-42.4%-31.1%-11.4%-39.4%
3Y+310.9%-52.1%+363.0%+388.4%
5Y+332.6%-46.3%+378.9%+415.2%
All+332.6%-45.7%+378.3%+415.2%

Cumulative growth

Daily Returns

Daily percentage return beside IT.

Daily Out/Under-Performance

Portfolio return minus IT return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × IT 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 5y: compounded portfolio wealth divided by compounded IT 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…

5y analysis · Full analysis span regression · 6 months rolling