+326.6%
OKLO vs ITOT
+81.7%
+244.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +7.7% | -0.4% | +8.1% | +8.1% |
| 30D | -4.3% | -1.6% | -2.7% | -2.3% |
| 3M | -24.6% | +3.5% | -28.2% | -26.9% |
| 6M | -31.1% | +13.1% | -44.2% | -38.1% |
| YTD | -40.7% | +12.7% | -53.4% | -46.1% |
| 1Y | -42.4% | +18.3% | -60.8% | -49.2% |
| 3Y | +310.9% | +76.4% | +234.5% | +227.1% |
| 5Y | +332.6% | +73.8% | +258.9% | +246.2% |
| All | +326.6% | +81.7% | +244.9% | +237.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling