+270.7%
OKLO vs ITOT
+74.3%
+196.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.8% | -10.0% | -10.2% |
| 7D | -12.2% | -0.9% | -11.3% | -11.3% |
| 30D | -19.7% | -1.5% | -18.3% | -18.2% |
| 3M | -37.4% | +3.6% | -41.0% | -39.4% |
| 6M | -42.3% | +13.7% | -56.0% | -48.6% |
| YTD | -49.5% | +12.9% | -62.5% | -54.3% |
| 1Y | -54.7% | +17.2% | -71.9% | -59.8% |
| 3Y | +249.6% | +75.6% | +174.0% | +177.1% |
| All | +270.7% | +74.3% | +196.4% | +195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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