+305.3%
OKLO vs ITUB
+185.6%
+119.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.7% | -9.0% | -7.0% |
| 7D | +0.1% | +1.0% | -0.9% | -0.2% |
| 30D | -15.2% | +10.7% | -25.9% | -17.3% |
| 3M | -26.2% | +10.1% | -36.2% | -28.0% |
| 6M | -35.0% | -0.1% | -34.9% | -35.0% |
| YTD | -44.4% | +18.4% | -62.8% | -45.6% |
| 1Y | -45.9% | +31.3% | -77.2% | -47.6% |
| 3Y | +284.9% | +124.6% | +160.3% | +268.0% |
| 5Y | +305.3% | +192.0% | +113.3% | +291.1% |
| All | +305.3% | +185.6% | +119.6% | +291.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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