-45.9%
OKLO vs IVZ
+48.1%
-94.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.8% |
| 7D | +0.1% | -2.4% | +2.5% | +2.6% |
| 30D | -15.2% | +2.5% | -17.7% | -17.7% |
| 3M | -26.2% | +17.1% | -43.2% | -38.8% |
| 6M | -35.0% | +35.1% | -70.2% | -53.5% |
| YTD | -44.4% | +24.3% | -68.7% | -57.8% |
| 1Y | -45.9% | +48.7% | -94.6% | -65.0% |
| All | -45.9% | +48.1% | -94.1% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling