-42.4%
OKLO vs IWD
+28.3%
-70.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | +0.2% |
| 7D | +7.7% | -1.2% | +8.9% | +11.5% |
| 30D | -4.3% | -1.6% | -2.7% | +0.6% |
| 3M | -24.6% | +7.0% | -31.6% | -41.9% |
| 6M | -31.1% | +17.0% | -48.1% | -59.4% |
| YTD | -40.7% | +21.6% | -62.3% | -68.7% |
| 1Y | -42.4% | +28.0% | -70.4% | -72.7% |
| All | -42.4% | +28.3% | -70.8% | -72.7% |
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