-40.7%
OKLO vs IWD
+30.5%
-71.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +5.8% |
| 7D | +2.8% | -0.3% | +3.1% | +3.6% |
| 30D | -4.0% | +0.6% | -4.6% | -6.1% |
| 3M | -36.9% | +7.2% | -44.1% | -50.9% |
| 6M | -37.1% | +16.2% | -53.3% | -62.1% |
| YTD | -42.5% | +23.3% | -65.8% | -70.9% |
| 1Y | -40.7% | +29.6% | -70.3% | -72.9% |
| All | -40.7% | +30.5% | -71.2% | -72.9% |
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