-80.3%
OKLO vs IWD
+33.0%
-113.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -13.9% |
| 7D | -18.4% | +2.5% | -21.0% | -25.3% |
| 30D | -38.5% | +6.0% | -44.5% | -49.7% |
| 3M | -48.9% | +3.8% | -52.7% | -55.3% |
| 6M | -67.8% | +16.3% | -84.1% | -81.8% |
| YTD | -69.2% | +27.5% | -96.6% | -87.5% |
| 1Y | -80.3% | +32.8% | -113.1% | -93.1% |
| All | -80.3% | +33.0% | -113.3% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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